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TOPIC:  Distribution
 Forms  Publications
Forms and Instructions Forms and Instructions
Relevant Forms
Form 706GS(D) Generation-Skipping Transfer Tax Return for Distributions Topic Screen for this Form
706GS(D) Instructions
Form 706GS(D-1) Notification of Distribution From a Generation-Skipping Trust Topic Screen for this Form
706GS(D-1) Instructions
Form 1041 (Schedule J) Accumulation Distribution for a Complex Trust Topic Screen for this Form
Form 1099DIV Dividends and Distributions Topic Screen for this Form
1099DIV Instructions
Form 1099PATR Taxable Distributions Received From Cooperatives Topic Screen for this Form
1099PATR Instructions
Form 1099R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. Topic Screen for this Form
1099R Instructions
Form 1099-SA Distributions From an HSA, Archer MSA, or Medicare+Choice MSA Topic Screen for this Form
Form 1120IC-DISC (Schedule K) Shareholder's Statement of IC-DISC Distributions Topic Screen for this Form
Form 4852 Substitute for Form W-2, Wage and Tax Statement, or Form 1099R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRA's Insurance Contracts, Etc. Topic Screen for this Form
Form 4970 Tax on Accumulation Distribution of Trusts Topic Screen for this Form
Form 4972 Tax on Lump-Sum Distributions Topic Screen for this Form
Form 5452 Corporate Report of Nondividend Distributions Topic Screen for this Form
 Publications
Relevant Publications
Publication 564 Mutual Fund Distributions PDF version of Publication Topic Screen for this Publication
Links Inside Publications
Publication 17 - Your Federal Income Tax - Other Distributions
Other Distributions You may receive any of the following ...
Publication 535 - Business Expenses - SIMPLE Retirement Plans
Distributions (Withdrawals) Distributions from a SIMPLE IRA are subject to IRA rules and ...
Publication 550 - Investment Income and Expenses - Dividends and Other Corporate Distributions
Other Distributions You may receive any of the following distributions during the year. ...
Publication 560 - Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans) - Distributions (Withdrawals)
Distributions (Withdrawals) As an employer, you cannot prohibit distributions from ...
Publication 560 - Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans) - SIMPLE Plans
Distributions (Withdrawals) (withdrawals) Distributions from a SIMPLE IRA ...
Publication 560 - Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans) - Distributions
Distributions Amounts paid to plan participants from a qualified plan are called ...
Publication 571 - Tax-Sheltered Annuity Programs for Employees of Public Schools and Certain Tax-Exempt Organizations - Distributions and Rollovers
Distributions Generally, a distribution cannot be made from a 403(b) account until the ...
Publication 970 - Tax Benefits for Education - Distributions
Distributions specific benefit The designated beneficiary of a ...
Related Topic Links
right arrow10% Additional Tax
right arrow5% rate on certain early distributions from deferred annuity contracts.
right arrowAccumulation Distribution
right arrowAdditional tax on distributions of conversion contributions within 5-year period.
right arrowAdditional tax on other early distributions.
right arrowAdditional Tax on Taxable Distributions
right arrowAre Distributions Taxable
right arrowCapital Gain Distributions
right arrowCapital gain distributions and qualified dividends.
right arrowConstructive Distributions
right arrowCoordination With Coverdell ESA Distributions
right arrowCoordination With Qualified Tuition Program (QTP) Distributions
right arrowDedication and Distribution of Assets
right arrowDistribution Before Annuity Starting Date From a Nonqualified Plan
right arrowDistribution Before Annuity Starting Date From a Qualified Plan
right arrowDistribution from Trust
right arrowDistribution On or After Annuity Starting Date
right arrowDistribution to Beneficiary
right arrowDistributions After Owner's Death
right arrowDistributions and Rollovers
right arrowDistributions by the required beginning date.
right arrowDistributions From 401(k) Plans
right arrowDistributions From an FSA
right arrowDistributions From an HRA
right arrowDistributions From an HSA
right arrowDistributions From an MSA
right arrowDistributions from IRAs
right arrowDistributions Fully or Partly Taxable
right arrowDistributions of Stock and Stock Rights
right arrowDistributions of Stock or Stock Rights
right arrowDistributions reported on Form 1099-R.
right arrowDistributions to Shareholders
right arrowDividends and Other Corporate Distributions
right arrowDividends and Other Distributions
right arrowEarly Distributions from IRAs
right arrowEarly Distributions Tax
right arrowEligible rollover distribution.
right arrowFiguring the Taxable Portion of a Distribution
right arrowHow to treat the distribution.
right arrowLiquidating Distributions
right arrowLoans Treated as Distributions
right arrowLump-Sum
right arrowMoney or Property Distributions
right arrowMRD
right arrowNondividend Distributions
right arrowNonperiodic Distributions
right arrowNontaxable Distributions
right arrowOrdering Rules for Distributions
right arrowPartnership Distributions
right arrowReinvestment of Distributions
right arrowReporting Distributions on Your Return
right arrowReporting Early Distributions
right arrowReporting taxable distributions on your return.
right arrowRequired Distributions
right arrowRequired distributions not eligible for rollover.
right arrowRequired Minimum Distribution, Beneficiary
right arrowRequired Minimum Distribution, Owner
right arrowRetirement Plan, Distribution
right arrowSpecial IRA Distribution Situations
right arrowTax-Free Distributions
right arrowTaxable and tax-free parts of the distribution.
right arrowTaxable Distributions
right arrowWhat are qualified distributions?
right arrowWithholding on Distributions of Indian Gaming Profits to Tribal Members