Frequently Asked Questions Traditional and Roth IRA FAQs Waivers of the 60-day Rollover Requirement Required minimum distributions Required Minimum Distribution Worksheets for IRAs Required Minimum Distributions (RMDs) FAQs regarding Required Minimum Distributions RMD Comparison Chart (IRAs vs. Defined Contribution Plans) Chart of required minimum distributions for IRA beneficiaries Forms Form 1099-R PDF, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. Form 5305 PDF, Traditional Individual Retirement Trust Account Form 5305-A PDF, Traditional Individual Retirement Custodial Account Form 5305-R PDF, Roth Individual Retirement Trust Account Form 5305-RA PDF, Roth Individual Retirement Custodial Account Form 5305-RB PDF, Roth Individual Retirement Annuity Endorsement Form 5329 PDF, Additional Taxes on Qualified Plans (Including IRAs) and other Tax-Favored Accounts Form 5498 PDF, IRA Contribution Information Form 8606 PDF (Instructions PDF), Nondeductible IRAs Form 8880 PDF, Credit for Qualified Retirement Savings Contributions Publications Publication 3, Armed Forces' Tax Guide Publication 17, Your Federal Income Tax Publication 554, Tax Guide for Seniors Publication 560, Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans) Publication 575, Pension and Annuity Income Publication 590-A, Contributions to Individual Retirement Arrangements (IRAs) Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs) Publication 939, General Rule for Pensions and Annuities Publication 3125 PDF, An Important Message For Taxpayers With IRAs - IRS does not approve IRA investments Publication 4118 PDF, Lots of Benefits - Retirement Plans Life Cycle Publication 4587, Payroll Deduction IRAs for Small Businesses Financial institutions Reporting for hard-to-value IRA investments is optional for 2014 For individuals Cost-of-Living Adjustment Increases Annual dollar limitations on benefits and contributions Changes in Your Life May Affect Retirement Planning How IRAs Help to Increase Your Retirement Savings video Reasons for starting a retirement savings program Department of Labor resources DOL’s Employee Benefits Security Administration Consumer Information on Retirement Plans Taking The Mystery Out Of Retirement Planning PDF (PDF) A guide to assist you in retirement planning Top 10 Ways to Prepare for Retirement PDF (PDF) Helpful hints to assist in your preparation for retirement Savings Fitness: A Guide to Your Money and Your Financial Future PDF (PDF) A guide to assist you in setting your financial and retirement goals What You Should Know About Your Retirement Plan PDF (PDF) An overview of the information a plan is required to disclose to employees and participants Other government resources Federal Deposit Insurance Corporation FirstGov A one-stop portal to Federal Government public websites Social Security Administration Securities and Exchange Commission Calculators for investors usa.gov Official information and services from the U.S. government U.S. Financial Literacy and Education Commission Providing financial education resources for all Americans
