IRS Resources

Tax Information for Individuals

Tax Topic Index
These Tax Topics contain general individual and business tax information.

Publication 4190, Tax Guide for the Retiree

Publication 4513, Military Pensions and Federal Tax Withholding

Retirement Plans Frequently Asked Questions (FAQs)
General information about subjects of interest to participants in retirement plans.

Are You a Participant Looking for Retirement Plan Information?
Helpful information relating to retirement plans for plan participants.

Retirement Savings Tips for Individuals
Basic articles about planning for retirement and understanding your employer’s retirement plan.

How to Take Responsibility for Your Retirement
Helping you help yourself.

Are You Self-Employed?
Retirement information for plan sponsors and employers.

What is the Employee Plans Office and What Does it Do?
An overview of the office of Employee Plans (EP) under the Tax Exempt & Government Entities (TE/GE) operating division of the Internal Revenue Service.

IRAs - Individual Retirement Accounts or Arrangements

• Required Minimum Distribution Worksheets
  Use these worksheets to calculate the amount of Required Minimum Distribution from your IRAs.
• 2011 IRA Contribution and Deduction Limits
  Information for 2011 traditional and Roth IRA contribution limits and traditional IRA deductible contribution limits.
• 2010 IRA Contribution and Deduction Limits
  Information for 2010 traditional and Roth IRA contribution limits and traditional IRA deductible contribution limits.
• Individual Retirement Arrangements (IRAs)
  Guide to IRAs and retirement plans funded with IRAs.
• Publication 560
  Retirement Plans for Small Businesses (SEP, SIMPLE, and Qualified Plans)
• Publication 590
  Individual Retirement Arrangements (IRAs)
• Form 5305
  Traditional Individual Retirement Trust Account
• Form 5305-A
  Traditional Individual Retirement Custodial Account
• Form 5498
  IRA Contribution Information

Roth IRAs

• Form 5305-R
  Roth Individual Retirement Trust Account
• Form 5305-RA
  Roth Individual Retirement Custodial Account
• Form 5305-RB
  Roth Individual Retirement Annuity Endorsement

403(b) Tax-Sheltered Annuities

• 403(b) Mini-Course for Employees- Presentation on operating 403(b) plans and how they work.
• Publication 4482
  403(b) Tax-Sheltered Annuity for Participant
• Publication 571, Tax-Sheltered Annuity Plans (403(b) Plans) for Employees of Public Schools and Certain Tax-Exempt Organizations

Retirement Income and Distributions

• Publication 525
  Taxable and Nontaxable Income
• Publication 575
  Pension and Annuity Income
• Publication 939
  General Rule for Pensions and Annuities
• Form W-2
  Wage and Tax Statement
• Form 4972
  Tax on Lump-Sum Distributions
• Form 5329
  Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts
• Form 6088
  Distributable Benefits From Employee Pension Benefit Plans

Other Forms

• Form 2848
  Power of Attorney and Declaration of Representative
• Form 8880
  Credit for Qualified Retirement Savings Contributions

Department of Labor Resources

Retirement Information from the Department of Labor’s Employee Benefits Security Administration Consumer Information On Retirement Plans

• Taking The Mystery Out Of Retirement Planning
  A guide to assist you in retirement planning.
• Top 10 Ways to Beat the Clock and Prepare for Retirement
  Helpful hints to assist in your preparation for retirement.
• Savings Fitness: A Guide to Your Money and Your Financial Future
  A guide to assist you in setting your financial and retirement goals.
• What You Should Know About Your Retirement Plan
  An overview of the information a plan is required to disclose to employees and participants.
• Protect Your Pension: A Quick Reference Guide
  A quick reference guide on how to find out who is managing your pension money and explaining the rules that pension managers must follow.
• A Look at 401(k) Plan Fees for Employees
  Answers to some common questions about fees and expenses that may be paid by your 401(k) plan.
• How to File a Claim for Your Benefits
  An outline of the steps you may take to file a claim and what to do if you are denied benefits.

Other Resources

Retirement Information from usa.gov
Official information and services from the U.S. government

Retirement Information from U.S. Financial Literacy and Education Commission
Providing financial education resources for all Americans

Retirement Information from the Social Security Administration

Retirement Information from the Pension Benefit Guaranty Corporation
Information for Workers and Retirees

Retirement Information from USASearch.gov

Investor Tools from the Securities and Exchange Commission
Calculators for Investors

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