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TOPIC:  Annuity
Synonym: Pension
Synonym: Pension and Annuity Income
 Forms  Publications
Forms and Instructions Forms and Instructions
Relevant Forms
Form W-4P Withholding Certificate for Pension or Annuity Payments Topic Screen for this Form
Form 1099R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. Topic Screen for this Form
1099R Instructions
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 5305A-SEP Salary Reduction and Other Elective Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement Topic Screen for this Form
Form 5305-RB Roth Individual Retirement Annuity Endorsement Topic Screen for this Form
Form 5305SEP Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement Topic Screen for this Form
Form 5306A Application for Approval of Prototype Simplified Employee Pension (SEP) or Savings Incentive Match Plan for Employees of Small Employers (SIMPLE IRA Plan) Topic Screen for this Form
Form 5329 Additional Taxes on Qualified Plans (including IRAs) and Other Tax Favored Accounts Topic Screen for this Form
5329 Instructions
Form 5500 (Schedule T) Qualified Pension Plan Coverage Information (Info Copy Only) Topic Screen for this Form
Form 6088 Distributable Benefits From Employee Pension Benefit Plans Topic Screen for this Form
Form 8881 Credit for Small Employer Pension Plan Startup Costs Topic Screen for this Form
 Publications
Relevant Publications
Publication 571 Tax-Sheltered Annuity Programs for Employees of Public Schools and Certain Tax-Exempt Organizations PDF version of Publication Topic Screen for this Publication
Publication 575 Pension and Annuity Income PDF version of Publication Topic Screen for this Publication
Publication 939 General Rule for Pensions and Annuities PDF version of Publication Topic Screen for this Publication
Links Inside Publications
Publication 17 - Your Federal Income Tax - Taxable Interest
Annuity. If you buy an annuity with life insurance proceeds, the annuity payments you receive are ...
Related Topic Links
right arrow401(k) Plan
right arrow403(b) Plan
right arrow5% rate on certain early distributions from deferred annuity contracts.
right arrowAlimony Trusts, Annuities, and Endowment Contracts
right arrowAlternative Annuity Option
right arrowAnnuities, Interests for Life or Terms of Years, Remainders, and Reversions
right arrowCivil Service Retirement Benefits
right arrowContributions must be made by due date
right arrowContributions Returned Before Due Date of Return
right arrowContributions to a Simplified Employee Pension
right arrowCSRS or FERS Survivor Annuity
right arrowDisability Annuity
right arrowDistribution Before Annuity Starting Date From a Nonqualified Plan
right arrowDistribution Before Annuity Starting Date From a Qualified Plan
right arrowDistribution On or After Annuity Starting Date
right arrowEmployee Pensions and Annuities
right arrowIncome
right arrowIndividual Retirement Annuity
right arrowInsurance Policies and Annuities
right arrowInterest on annuity contract.
right arrowIRA
right arrowLife Insurance and Annuity Contracts
right arrowLump-Sum
right arrowMore than one annuity.
right arrowMRD
right arrowPension based on years of service.
right arrowPension Plan
right arrowPensions and Annuities
right arrowPensions, Annuities, and Alimony (Income Code 14)
right arrowPensions, Annuities, Social Security, and Alimony
right arrowPurchased Annuities
right arrowRailroad retirement annuities.
right arrowReduced Annuity
right arrowRetirement Plans, Pensions, and Annuities
right arrowRuling on Taxation of Annuity, Requesting
right arrowSale of Annuity
right arrowSEP
right arrowSEP, Salary Reduction
right arrowSIMPLE
right arrowSmall Employer Pension Plan
right arrowStartup Costs, Pension Plan
right arrowTransfers of Annuity Contracts
right arrowUnisex Annuity Tables
right arrowUnrecovered Investment in Annuity
right arrowVariable Annuities
right arrowWage and Pension Paid by a Foreign Government
right arrowWage, Pension or Annuity