Useful ItemsPublications - 535 Business Expenses
- 575 Pension and Annuity Income
- 590 Individual Retirement Arrangements (IRAs) (Including Roth IRAsand Education IRAs)
Forms (and Instructions)- W-2 Wage and Tax Statement
- 1099-R Distributions From Pensions, Annuities, Retirement orProfit-Sharing Plans, IRAs, Insurance Contracts, etc.
- 5304-SIMPLE Savings Incentive Match Plan for Employees of Small Employers(SIMPLE) (Not Subject to the Designated Financial InstitutionRules)
- 5305-SEP Simplified Employee Pension-Individual Retirement AccountsContribution Agreement
- 5305A-SEP Salary Reduction and Other Elective Simplified EmployeePension-Individual Retirement Accounts Contribution Agreement
- 5305-SIMPLE Savings Incentive Match Plan for Employees of Small Employers(SIMPLE) (for Use With a Designated Financial Institution)
- 5329 Additional Taxes Attributable to IRAs, Other QualifiedRetirement Plans, Annuities, Modified Endowment Contracts, and MSAs
- 5330 Return of Excise Taxes Related to Employee Benefit Plans
- 5500-EZ Annual Return of One-Participant (Owners and Their Spouses)Retirement Plan
Help from the Internal Revenue Service (IRS).See How To Get More Information near the end of thispublication for information about getting publications and forms.Additionally, for further information, contact employee plans taxpayerassistance telephone service between the hours of 1:30 p.m. and 3:30p.m. Eastern Time, Monday through Thursday at (202)622-6074/6075. (These are not toll-free numbers.) Or youcan call customer service at 1-877-829-5500(toll-free) from 8:00 a.m. to 4:30 p.m. Eastern Time, Mondaythrough Friday. Note:All references to "section" in the following discussions areto sections of the Internal Revenue Code (which can be found at mostlibraries) unless otherwise indicated. |