2001 Tax Help Archives  

Chapter 11 - Retirement Plans, Pensions, & Annuities

Useful Items

This is archived information that pertains only to the 2001 Tax Year. If you
are looking for information for the current tax year, go to the Tax Prep Help Area.

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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