Useful Items

Publication

• 524   Credit for the Elderly or the Disabled
• 575   Pension and Annuity Income
• 590   Individual Retirement Arrangements (IRAs)
• 939   General Rule for Pensions and Annuities

Form (and Instructions)

• CSA 1099R   Statement of Annuity Paid
• CSF 1099R   Statement of Survivor Annuity Paid
• 1099-R   Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
• 5329   Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts