Useful Items

Publications

• 575   Pension and Annuity Income
• 590   Individual Retirement Arrangements (IRAs) (Including Roth IRAs and Education IRAs)

Forms (and Instructions)

• Schedule C (Form 1040)   Profit or Loss From Business
• Schedule C-EZ (Form 1040)   Net Profit From Business
• Schedule F (Form 1040)   Profit or Loss From Farming
• Schedule K-1 (Form 1065)   Partner's Share of Income, Credits, Deductions, etc.
• Schedule SE (Form 1040)   Self-Employment Tax
• W-2   Wage and Tax Statement
• 1040   U.S. Individual Income Tax Return
• 1065   U.S. Return of Partnership Income
• 1099-R   Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
• 5304-SIMPLE   Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) (Not Subject to the Designated Financial Institution Rules)
• 5305-SEP   Simplified Employee Pension-Individual Retirement Accounts Contribution Agreement
• 5305A-SEP   Salary Reduction and Other Elective Simplified Employee Pension-Individual Retirement Accounts Contribution Agreement
• 5305-SIMPLE   Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) (for Use With a Designated Financial Institution)
• 5329   Additional Taxes Attributable to IRAs, Other Qualified Retirement Plans, Annuities, Modified Endowment Contracts, and MSAs
• 5330   Return of Excise Taxes Related to Employee Benefit Plans
• Form 5500   Annual Return/Report of Employee Benefit Plan
• 5500-EZ   Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan

Help from the Internal Revenue Service (IRS). See How To Get Tax Help near the end of this publication for information about getting publications and forms. Additionally, for further information, contact employee plans taxpayer assistance telephone service between the hours of 1:30 p.m. and 3:30 p.m. Eastern Time, Monday through Thursday at (202) 622-6074/6075. (These are not toll-free numbers.) Or you can call customer service at 1-877-829-5500 (toll-free) from 8:00 a.m. to 4:30 p.m. Eastern Time, Monday through Friday.

Note: All references to "section" in the following discussions are to sections of the Internal Revenue Code (which can be found at most libraries) unless otherwise indicated.

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