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Additional Items Related To Publication 970

Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
File this form for each person to whom you have made a designated distribution or are treated as having made a distribution of $10 or more from profit-sharing or retirement plans, any individual retirement arrangements (IRAs), annuities, pensions, insurance contracts, survivor income benefit plans, permanent and total disability payments under life insurance contracts, charitable gift annuities, etc.

Form 2106, Employee Business Expenses
Employees file this form to deduct ordinary and necessary expenses for their job.

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 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 8863, Education Credits (American Opportunity and Lifetime Learning Credits)
Use this form to figure and claim your education credits, which are based on qualified education expenses paid to an eligible postsecondary educational institution.

Form 8917, Tuition and Fees Deduction
Use this form to figure and take the deduction for tuition and fees expenses paid.

Form W-9S, Request for Student's or Borrower's Taxpayer Identification Number and Certification
Students use this form to give their social security number (SSN) or individual taxpayer identification number (ITIN) to an educational institution or a lender of a student loan and, if applicable, to certify that the proceeds of a loan are being used, or will be used, solely to pay for qualified higher education expenses.

Page Last Reviewed or Updated: 08-Aug-2016