IRS Tax Forms  

2001 IRA, Retirement Plans &
Exempt Organizations:
Forms, Instructions, & Publications

Note that the IRS does not revise every form every year. All major forms are revised annually, but the ones that are less frequently used, and which are not impacted by yearly tax law changes, are revised only when necessary.

Forms revised annually will have the year shown in the upper right hand corner of the form, and forms revised periodically will have their revision date shown underneath the form number in the upper left hand corner of the form.

Each listing below shows the name of the file, its file size, and its official revision date. Most all files in this section are updated yearly, and will have 2001 as the most recent revision.

PDF Category: Form
Form 990 (Schedule A) (284K) - Instructions  Fill-in Form (213K) 
(Rev. 2001) 
Organization Exempt Under Section 501(c)(3)
Form 990, 990-EZ (Schedule B) (39K)  Fill-in Form (228K) 
(Rev. 2001) 
Schedule of Contributors
Form 990-BL (29K) - Instructions  Fill-in Form (158K) 
(Rev. 0802) 
Information and Initial Excise Tax Return for Black Lung Benefit Trusts and Certain Related Persons
Form 990-C (302K) - Instructions  Fill-in Form (311K) 
(Rev. 2001) 
Farmers' Cooperative Association Income Tax Return
Form 990-EZ (117K) - Instructions  Fill-in Form (117K) 
(Rev. 2001) 
Short Form Return of Organization Exempt from Income Tax
Form 990-PF (110K) - Instructions  Fill-in Form (552K) 
(Rev. 2001) 
Organization Exempt Under Section 501(c)(3)
Form 990-T (44K) - Instructions  Fill-in Form (263K) 
(Rev. 2001) 
Estimated Tax on Unrelated Business Taxable Income for Tax-Exempt Organizations
Form 990-W (40K)  Fill-in Form (109K) 
(Rev. 2001) 
Estimated Tax on Unrelated Business Taxable Income for Tax-Exempt Organizations
Form 1028 (29K) - Instructions  Fill-in Form (104K) 
(Rev. 1099) 
Application for Recognition of Exemption Under Section 521 of the Internal Revenue Code
Form 2758 (34K)  Fill-in Form (64K) 
(Rev. 1100) 
Application for Extension of Time To File Certain Excise, Income, Information, and Other Returns
Form 4461 (95K)  
(Rev. 0300) 
Application for Approval of Master or Prototype and Regional Prototype Defined Contribution Plan
Form 4461-A (92K)  
(Rev. 0300) 
Application for Approval of Master or Prototype and Regional Prototype Defined Benefit Plan
Form 4461-B (23K)  
(Rev. 0300) 
Application for Approval of Master or Prototype Plan or Regional Prototype Plan (Mass Submitter Adopting Sponsor)
Form 4720 (297K) - Instructions  Fill-in Form (297K) 
(Rev. 2001) 
Return of Certain Excise Taxes on Charities and Other Persons Under Chapters 41 and 42 of the Internal Revenue Code
Form 5300 (37K) - Instructions  Fill-in Form (270K) 
(Rev. 0901) 
Application for Determination for Employee Benefit Plan
Form 5300 (Schedule Q) (12K) - Instructions  Fill-in Form (42K) 
(Rev. 0801) 
Nondiscrimination Requirements
Form 5303 (52K) - Instructions  
(Rev. 0798) 
Application for Determination for Collectively Bargained Plan
Form 5304-SIMPLE (40K)  Fill-in Form (60K) 
(Rev. 0302) 
Savings Incentive Match Plan for Employees of Small Employers (SIMPLE)-Not for Use With a Designated Financial Institution
Form 5305 (23K)  Fill-in Form (30K) 
(Rev. 0302) 
Individual Retirement Trust Account
Form 5305-A (23K)  Fill-in Form (30K) 
(Rev. 0302) 
Individual Retirement Custodial Account
Form 5305A-SEP (56K)  Fill-in Form (153K) 
(Rev. 0302) 
Salary Reduction and Other Elective Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement
Form 5305-S (22K)  Fill-in Form (31K) 
(Rev. 0302) 
SIMPLE Individual Retirement Trust Account
Form 5305-SA (22K)  Fill-in Form (31K) 
(Rev. 0302) 
SIMPLE Individual Retirement Custodial Account
Form 5305-SEP (27K)  Fill-in Form (37K) 
(Rev. 0302) 
Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement
Form 5305-SIMPLE (40K)  Fill-in Form (60K) 
(Rev. 0302) 
Savings Incentive Match Plan for Employees of Small Employers (SIMPLE)-for Use With a Designated Financial Institution
Form 5306 (32K)  Fill-in Form (63K) 
(Rev. 0401) 
Application for Approval of Prototype or Employer Sponsored Individual Retirement Account
Form 5306-A (28K)  Fill-in Form (72K) 
(Rev. 0701) 
Application for Approval of Prototype Simplified Employee Pension (SEP) or Savings Incentive Match Plan for Employees of Small Employers (SIMPLE IRA Plan)
Form 5306-SEP (31K)  Fill-in Form (56K) 
(Rev. 0398) 
Application for Approval of Prototype Simplified Employee Pension
Form 5307 (52K) - Instructions  Fill-in Form (208K) 
(Rev. 0901) 
Application for Determination for Adopters of Master or Prototype, Regional Prototype or Volume Submitter Plans
Form 5308 (22K)  Fill-in Form (42K) 
(Rev. 0801) 
Request for Change in Plan/Trust Year
Form 5309 (21K)  Fill-in Form (76K) 
(Rev. 0801) 
Application for Determination of Employee Stock Ownership Plan
Form 5310 (81K) - Instructions  
(Rev. 0697) 
Application for Determination Upon Termination
Form 5310-A (47K) - Instructions  
(Rev. 0697) 
Notice of Plan Merger or Consolidation, Spin-off, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business
Form 5329 (25K) - Instructions  Fill-in Form (99K) 
(Rev. 2001) 
Additional Taxes Attributable to Qualified Retirement Plans (Including IRAs), Annuities, and Modified Endowment Contracts
Form 5330 (45K) - Instructions  Fill-in Form (97K) 
(Rev. 0898) 
Return of Excise Taxes Related to Employee Benefit Plans
Form 5500 (53K) - Instructions  
(Rev. 2001) 
Annual Return/Report of Employee Benefit Plan (Info Copy Only)
Form 5500 (Schedule A) (57K)  
(Rev. 2001) 
Insurance Information (Info Copy Only)
Form 5500 (Schedule B) (77K) - Instructions  
(Rev. 2001) 
Actuarial Information (Info Copy Only)
Form 5500 (Schedule C) (47K)  
(Rev. 2001) 
Service Provider and Trustee Information (Info Copy Only)
Form 5500 (Schedule D) (44K)  
(Rev. 2001) 
DFE/Participating Plan Information (Info Copy Only)
Form 5500 (Schedule E) (43K)  
(Rev. 2001) 
ESOP Annual Information (Info Copy Only)
Form 5500 (Schedule F) (29K)  
(Rev. 2001) 
Fringe Benefit Plan Annual Information Return (Info Copy Only)
Form 5500 (Schedule G) (50K)  
(Rev. 2001) 
Financial Schedules (Info Copy Only)
Form 5500 (Schedule H) (61K)  
(Rev. 2001) 
Financial Information (Info Copy Only)
Form 5500 (Schedule I) (43K)  
(Rev. 2001) 
Financial Information - Small Plan (Info Copy Only)
Form 5500 (Schedule P) (35K)  
(Rev. 2001) 
Annual Return of Fiduciary of Employee Benefit Trust (Info Copy Only)
Form 5500 (Schedule R) (34K)  
(Rev. 2001) 
Retirement Plan Information (Info Copy Only)
Form 5500 (Schedule SSA) (38K)  
(Rev. 2001) 
Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits (Info Copy Only)
Form 5500 (Schedule T) (35K)  
(Rev. 2001) 
Qualified Pension Plan Coverage Information (Info Copy Only)
Form 5500-EZ (53K) - Instructions  
(Rev. 2001) 
Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan
Form 5558 (25K)  Fill-in Form (55K) 
(Rev. 0601) 
Application for Extension of Time to File Certain Employee Plan Returns
Form 5578 (33K)  Fill-in Form (38K) 
(Rev. 0698) 
Annual Certification of Racial Nondiscrimination for a Private School Exempt From Federal Income Tax
Form 5768 (21K)  Fill-in Form (28K) 
(Rev. 1296) 
Election/Revocation of Election By an Eligible Section 501(c)(3) Organization to Make Expenditures To Influence Legislation
Form 6069 (26K)  Fill-in Form (35K) 
(Rev. 0802) 
Return of Excise Tax on Excess Contributions to Black Lung Benefit Trust Under Section 4953 and Computation of Section 192 Deduction
Form 6088 (27K)  Fill-in Form (86K) 
(Rev. 0697) 
Distributable Benefits From Employee Pension Benefit Plans
Form 6406 (21K) - Instructions  Fill-in Form (111K) 
(Rev. 0901) 
Short Form Application for Determination for Amendment of Employee Benefit Plan
Form 8038 (28K) - Instructions  Fill-in Form (105K) 
(Rev. 0102) 
Information Return for Tax-Exempt Private Activity Bond Issues
Form 8038-G (28K) - Instructions  Fill-in Form (57K) 
(Rev. 1100) 
Information Return for Tax-Exempt Governmental Obligations
Form 8038-GC (34K)  Fill-in Form (44K) 
(Rev. 1100) 
Information Return for Small Tax-Exempt Governmental Bond Issues, Leases and Installment Sales
Form 8038-T (102K) - Instructions  Fill-in Form (119K) 
(Rev. 0102) 
Arbitrage Rebate and Penalty in Lieu of Arbitrage Rebate
Form 8274 (25K)  Fill-in Form (30K) 
(Rev. 0996) 
Certification by Churches and Qualified Church-Controlled Organizations Electing Exemption From Employer Social Security and Medicare Taxes
Form 8282 (30K)  Fill-in Form (42K) 
(Rev. 0998) 
Donee Information Return (Sale, Exchange or Trade of Donated Property)
Form 8328 (29K)  Fill-in Form (35K) 
(Rev. 1100) 
Carry Forward Election of Unused Private Activity Bond Volume Cap
Form 8717 (18K)  Fill-in Form (58K) 
(Rev. 0202) 
User Fee for Employee Plan Determination Letter Request
Form 8718 (22K)  
(Rev. 1100) 
User Fee for Exempt Organization Determination Letter Request
Form 8734 (100K)  Fill-in Form (103K) 
(Rev. 0102) 
Support Schedule For Advance Ruling Period
Form 8867 (26K)  Fill-in Form (71K) 
(Rev. 1100) 
Paid Preparer's Earned Income Credit Checklist
Form 8872 (20K) - Instructions  Fill-in Form (124K) 
(Rev. 0700) 
Political Organization Report of Contributions and Expenditures
PDF Category: Instructions
Instructions for Form 990 (Schedule A) (85K)  
(Rev. 2001) 
Organization Exempt Under Section 501(c)(3)
Instructions for Form 990, 990-EZ (301K)  
(Rev. 2001) 
Short Form Return of Organization Exempt from Income Tax
Instructions for Form 990-BL (46K)  
(Rev. 0802) 
Information and Initial Excise Tax Return for Black Lung Benefit Trusts and Certain Related Persons
Instructions for Form 990-C (102K)  
(Rev. 2001) 
Farmers' Cooperative Association Income Tax Return
Instructions for Form 990-PF (161K)  
(Rev. 2001) 
Return of Private Foundation or Section 4947(a)(1) Nonexempt Charitable Trust Treated as a Private Foundation
Instructions for Form 990-T (144K)  
(Rev. 2001) 
Exempt Organization Business Income Tax Return
Instructions for Form 1028 (17K)  
(Rev. 1099) 
Application for Recognition of Exemption Under Section 521 of the Internal Revenue Code
Instructions for Form 4720 (53K)  
(Rev. 2001) 
Return of Certain Excise Taxes on Charities and Other Persons Under Chapters 41 and 42 of the Internal Revenue Code
Instructions for Form 5303 (41K)  
(Rev. 0798) 
Application for Determination for Collectively Bargained plan
Instructions for Form 5307 (35K)  
(Rev. 0901) 
Application for Determination for Adopters of Master or Prototype, Regional Prototype or Volume Submitter Plans
Instructions for Form 5310 (40K)  
(Rev. 0697) 
Application for Determination Upon Termination
Instructions for Form 5310-A (40K)  
(Rev. 0697) 
Notice of Plan Merger or Consolidation, Spin-off, or Transfer of Plan Assets or Liabilities; Notice of Qualified Separate Lines of Business
Instructions for Form 5329 (36K)  
(Rev. 2001) 
Additional Taxes Attributable to Qualified Retirement Plans (Including IRAs), Annuities, and Modified Endowment Contracts
Instructions for Form 5330 (77K)  
(Rev. 0302) 
Return of Excise Taxes Related to Employee Benefit Plans
Instructions for Form 5500 (297K)  
(Rev. 2001) 
Annual Return/Report of Employee Benefit Plan (Info Copy Only)
Instructions for Form 5500-EZ (61K)  
(Rev. 2001) 
Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan
Instructions for Form 6406 (30K)  
(Rev. 0901) 
Short Form Application for Determination for Amendment of Employee Benefit Plan
Instructions for Form 8038 (28K)  
(Rev. 0102) 
Information Return for Tax-Exempt Private Activity Bond Issues
Instructions for Form 8038-G (27K)  
(Rev. 1100) 
Information Return for Tax-Exempt Governmental Obligations
PDF Category: Notice
Notice 1261 (118K)  
(Rev. 0500) 
Correction to IRS Pub. 1458 Actuarial Values, Book Beth (7-1999)
Notice 1269 (15K)  
(Rev. 0201) 
Supplement to Publication 575, Pension and Annuity Income
Notice 1270 (15K)  
(Rev. 0201) 
Supplement to Publication 590, Individual Retirement Arrangements (IRA's)
Notice 1311 (6K)  
(Rev. 0502) 
Suspended Filing for Schedule F (Form 5500)
PDF Category: Publication
Publication 571 (217K)  
(Rev. 0102) 
Tax-Sheltered Annuity Programs for Employees of Public Schools and Certain Tax-Exempt Organizations
Publication 578 (5.1M)  
(Rev. 0189) 
Tax Information for Private Foundations and Foundation Managers
Publication 3608 (24K)  
(Rev. 0400) 
Tax Exempt & Gov Entities
Publication 3636 (58K)  
(Rev. 0901) 
Employee Plans
Publication 3637 (211K)  
(Rev. 0702) 
Exempt Organizations
PDF Category: Tax Package
Tax Package 1023 (201K)  Fill-in Form (478K) 
(Rev. 0998) 
Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code
Tax Package 1024 (123K)  Fill-in Form (314K) 
(Rev. 0998) 
Application for Recognition of Exemption Under Section 501(a) for Determination Under Section 120 of the Internal "Revenue Code"

2001 Forms - Fill-In PDF Version
2001 Individual Income Tax Forms & Instructions - PDF
2001 Business Income Tax Forms & Instructions - PDF
2001 Publications - PDF 2001 Publications - HTML Format
2001 Administration Forms
2001 Spanish Language Forms, Instructions & Publications
2001 Estates & Trusts
2001 IRA Forms, Retirement Plans & Exempt Organizations
2001 IRS Information Returns, Forms, & Instructions, such as W-2s, 1099s, etc.
2001 Instructions - HTML Format

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