Useful Items

Publication

• 575   Pension and Annuity Income
• 721   Tax Guide to U.S. Civil Service Retirement Benefits
• 939   General Rule for Pensions and Annuities

Form (and Instructions)

• W-4P   Withholding Certificate for Pension or Annuity Payments
• 1099-R   Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
• 4972   Tax on Lump-Sum Distributions
• 5329   Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts

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