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Additional Items Related to Publication 590-A

Form 4972, Tax on Lump-Sum Distributions (From Qualified Plans of Participants Born Before January 2, 1936)
Use this form to figure the tax on a qualified lump-sum distribution using the 20% capital gain election, the 10-year tax option, or both.

Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts
Use this form to report additional taxes on IRAs, other qualified retirement plans, modified endowment contracts, Coverdell ESAs, QTPs, Archer MSAs, or HSAs.

Form 5498, IRA Contribution Information
File this form for each person for whom you maintained any individual retirement arrangement (IRA), including a deemed IRA under section 408(q).

Form 8606, Nondeductible IRAs
Use this form to report nondeductible contributions you made to traditional IRAs; distributions from traditional, SEP, or SIMPLE IRAs, if you have ever made nondeductible contributions to traditional IRAs; conversions from traditional, SEP, or SIMPLE IRAs to Roth IRAs; and distributions from Roth IRAs

Form 8815, Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989
If you cashed series EE or I U.S. savings bonds this year that were issued after 1989, you may be able to exclude from your income part or all of the interest on those bonds. Use this form to figure the amount of any interest you may exclude.

Form 8839, Qualified Adoption Expenses
Use this form to figure the amount of your adoption credit and any employer-provided adoption benefits you can exclude from your income.

Form 8880, Credit for Qualified Retirement Savings Contributions
Use this form to figure the amount, if any, of your retirement savings contributions credit (also known as the saver’s credit).

Form 8888, Allocation of Refund (Including Savings Bond Purchases)
Use this form if you want us to directly deposit your refund (or part of it) to one or more accounts at a bank or other financial institution (such as a mutual fund, brokerage firm, or credit union) in the United States, or you want to use your refund to buy up to $5,000 in paper series I savings bonds.

Form W-2, Wage and Tax Statement
Every employer engaged in a trade or business who pays remuneration for services performed by an employee must file a Form W-2 for each employee from whom income, social security, or Medicare tax was withheld; or income tax would have been withheld if the employee had claimed no more than one withholding allowance or had not claimed exemption from withholding on Form W-4.

Page Last Reviewed or Updated: 09-Aug-2016