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Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
IRS form used to report distributions from pensions, annuities, retirement plans, IRAs, and insurance contracts.
19
EPFO Form 19 - Retirement Benefits
Withholding Certificate for Pension or Annuity Payments
Connecticut withholding certificate for pension, annuity, and other retirement distributions.
Individual Retirement Trust Account
Model IRA trust agreement
Individual Retirement Custodial Account
Model IRA custodial account agreement
Individual Retirement Endowment Account
Model IRA endowment account agreement
Individual Retirement Savings Trust Account
Model IRA savings trust agreement
Individual Retirement Savings Custodial Account
Model IRA savings custodial account agreement
Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement
Model SEP IRA agreement
Additional Taxes on Qualified Plans and Other Tax-Favored Accounts
IRS form used to report and pay additional taxes on early distributions, excess contributions, or missed required minimum distributions from IRAs and retirement plans.
Annual Return of One-Participant (Solo) Individual Account Plan
Annual return for solo retirement plans
Credit for Qualified Retirement Savings Contributions (Saver's Credit)
IRS form used by eligible low- and moderate-income taxpayers to claim the saver's credit for contributions to IRAs or employer-sponsored retirement plans.
Credit for Small Employer Pension Plan Startup Costs
IRS form used by small employers to claim a tax credit for costs of starting a qualified retirement plan, SIMPLE IRA, or SEP.
Additional Taxes on Qualified Plans Including IRAs
California form for reporting additional taxes on early distributions from qualified retirement plans and IRAs.
Georgia withholding certificate for pension or annuity payments. Used by retirees to elect Georgia income tax withholding from retirement income.
Iowa withholding certificate for pension, annuity, and other retirement distributions.
Statement of Pension, Retirement, Annuity, and Other Income
CRA information slip for pension, retirement, annuity, and other income not on a T4. Tax year 2024.
T4RIF - Return of Income from a Registered Retirement Income Fund
Canadian CRA form.
Minnesota Withholding Certificate for Retirement Account
Minnesota withholding certificate for pension, annuity, and other retirement account distributions.