IRS Forms and Instructions

Number

Name

Location

1099-R Form Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only) http://www.irs.gov/pub/irs-pdf/f1099r.pdf
1099-R Instructions Instructions for Forms 1099-R and 5498, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. and IRA Contribution Information http://www.irs.gov/pub/irs-pdf/i1099r.pdf
5329 Form Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts http://www.irs.gov/pub/irs-pdf/f5329.pdf
5329 Instructions Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts http://www.irs.gov/pub/irs-pdf/i5329.pdf
5498 Form IRA Contribution Information (Info Copy Only) http://www.irs.gov/pub/irs-pdf/f5498.pdf
5498 Instructions Instructions for Forms 1099-R and 5498, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. and IRA Contribution Information http://www.irs.gov/pub/irs-pdf/i1099r.pdf
8606 Form Nondeductible IRAs http://www.irs.gov/pub/irs-pdf/f8606.pdf
8606 Instructions Instructions for Form 8606, Nondeductible IRAs http://www.irs.gov/pub/irs-pdf/i8606.pdf

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