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Retirement Forms

Retirement Plan Forms

QuestionAnswer
Form 1099R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
Form 5329 Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts (subject to tax on early distributions)
Form 5498 IRA Contribution
Form 8606 Nondeductible IRAs
Form 8822 Change of Address
Form 8880 Credit for Qualified Retirement Savings Contributions
Form 1099-R Distributions from Pensions, Annuities, Retirement or Profit Sharing Plans, IRAs, Insurance Contracts, etc (Info Copy Only)
Form RRB-1099 Payments by the Railroad Retirement Board
Created by: TaxMama
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