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Pub. 939, General Rule for Pensions and Annuities 2008 Tax Year

Index

A

Actuarial Tables, , Disqualifying form of payment or settlement.
Actuarial Tables:
How to use, How To Use Actuarial Tables
Unisex, Unisex Annuity Tables
Adjustments to total cost, Adjustments
Annuity starting date, The annuity starting date
Assistance (see Tax help)

C

Comments, Comments and suggestions.

D

Death benefit exclusion, Death benefit exclusion.

E

Election:
Post-June 1986 contributions, Contributions made both before July 1986 and after June 1986., Annuity received after June 30, 1986.
Pre-July 1986 contributions, Contributions made both before July 1986 and after June 1986.
Employment abroad, Foreign employment.
Exclusion limited to net cost, Exclusion limited to net cost.
Exclusion not limited to net cost, Exclusion not limited to net cost.
Exclusion ratio, Step 3.
Expected return, Expected Return

F

Fixed period annuity, Types of pensions and annuities., Fixed period annuity.
Foreign employment, Foreign employment.
Free tax services, How To Get Tax Help

G

General Rule:
Who must use the, Who must use the General Rule.

H

Help (see Tax help)
Help from IRS, Help from IRS., Request for a ruling., Free IRS help., Free IRS help., Requesting a Ruling on Taxation of Annuity

I

Increase in payments, Increase in annuity payments.
Investment in the contract, Investment in the Contract

J

Joint and survivor annuities, Types of pensions and annuities., Joint and survivor annuities.

M

More information (see Tax: Help)

N

Net cost, Net cost.
Nonqualified employee plans, General Information

P

Part-year payments, Part-year payments.
Periodic payments, taxation of, Taxation of Periodic Payments
Publications (see Tax help)

Q

Qualified plans, Introduction

R

Refund feature, Refund feature.
Ruling request, Request for a ruling., Requesting a Ruling on Taxation of Annuity

S

Single life annuity, Single life annuity.
Suggestions, Comments and suggestions.
Survivor annuities, Different payments to survivor.

T

Tax:
Help, How To Get Tax Help
Taxable part of annuity:
How to compute the, Computation Under the General Rule
Worksheets, ,
Taxpayer Advocate, Contacting your Taxpayer Advocate.
TTY/TDD information, How To Get Tax Help
Types of pensions and annuities, Types of pensions and annuities.

V

Variable annuities, Types of pensions and annuities., Variable annuities.

W

Withholding of tax, Withholding tax and estimated tax.

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