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Speaker, author, teacher, consultant: I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans
IRS Forms and Instructions for IRAs
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 |