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Tax planning us 1040x It is tax season again! Figuring out and filing your tax forms can be intimidating – but there is help. Tax planning us 1040x Here you will find answers, forms and more that will make your paperwork easier, faster and less stressful. Tax planning us 1040x The information below will help you determine your residency status, find the correct forms you need and give you other information you want to get started. Tax planning us 1040x
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Tax planning us 1040x Publication 575 - Introductory Material Table of Contents What's New Reminders IntroductionThe General Rule. Tax planning us 1040x Individual retirement arrangements (IRAs). Tax planning us 1040x Civil service retirement benefits. Tax planning us 1040x Social security and equivalent tier 1 railroad retirement benefits. Tax planning us 1040x Tax-sheltered annuity plans (403(b) plans). Tax planning us 1040x Ordering forms and publications. Tax planning us 1040x Tax questions. Tax planning us 1040x Useful Items - You may want to see: What's New For purposes of the net investment income tax (NIIT), net investment income does not include distributions from a qualified retirement plan (for example, 401(a), 403(a), 403(b), 408, 408A, or 457(b) plans). Tax planning us 1040x However, these distributions are taken into account when determining the modified adjusted gross income threshold. Tax planning us 1040x Distributions from a nonqualified retirement plan are included in net investment income. Tax planning us 1040x See Form 8960, Net Investment Income Tax - Individuals, Estates, and Trusts, and its instructions for more information. Tax planning us 1040x Reminders Future developments. Tax planning us 1040x  For the latest information about developments related to Publication 575, such as legislation enacted after it was published, go to www. Tax planning us 1040x irs. Tax planning us 1040x gov/pub575. Tax planning us 1040x In-plan Roth rollovers. Tax planning us 1040x   Starting in 2013, the American Taxpayer Relief Act of 2012 expanded the rules for in-plan Roth rollovers to include more taxpayers. Tax planning us 1040x For more information, see In-plan Roth rollovers under Rollovers, discussed later. Tax planning us 1040x Photographs of missing children. Tax planning us 1040x  The Internal Revenue Service is a proud partner with the National Center for Missing and Exploited Children. Tax planning us 1040x Photographs of missing children selected by the Center may appear in this publication on pages that would otherwise be blank. Tax planning us 1040x You can help bring these children home by looking at the photographs and calling 1-800-THE-LOST (1-800-843-5678) if you recognize a child. Tax planning us 1040x Introduction This publication discusses the tax treatment of distributions you receive from pension and annuity plans and also shows you how to report the income on your federal income tax return. Tax planning us 1040x How these distributions are taxed depends on whether they are periodic payments (amounts received as an annuity) that are paid at regular intervals over several years or nonperiodic payments (amounts not received as an annuity). Tax planning us 1040x What is covered in this publication?   This publication contains information that you need to understand the following topics. Tax planning us 1040x How to figure the tax-free part of periodic payments under a pension or annuity plan, including using a simple worksheet for payments under a qualified plan. Tax planning us 1040x How to figure the tax-free part of nonperiodic payments from qualified and nonqualified plans, and how to use the optional methods to figure the tax on lump-sum distributions from pension, stock bonus, and profit-sharing plans. Tax planning us 1040x How to roll over certain distributions from a retirement plan into another retirement plan or IRA. Tax planning us 1040x How to report disability payments, and how beneficiaries and survivors of employees and retirees must report benefits paid to them. Tax planning us 1040x How to report railroad retirement benefits. Tax planning us 1040x When additional taxes on certain distributions may apply (including the tax on early distributions and the tax on excess accumulation). Tax planning us 1040x For additional information on how to report pension or annuity payments on your federal income tax return, be sure to review the instructions on the back of Copies B, C, and 2 of the Form 1099-R that you received and the instructions for Form 1040, lines 16a and 16b (Form 1040A, lines 12a and 12b or Form 1040NR, lines 17a and 17b). Tax planning us 1040x A “corrected” Form 1099-R replaces the corresponding original Form 1099-R if the original Form 1099-R contained an error. Tax planning us 1040x Make sure you use the amounts shown on the corrected Form 1099-R when reporting information on your tax return. Tax planning us 1040x What is not covered in this publication?   The following topics are not discussed in this publication. Tax planning us 1040x The General Rule. Tax planning us 1040x   This is the method generally used to determine the tax treatment of pension and annuity income from nonqualified plans (including commercial annuities). Tax planning us 1040x For a qualified plan, you generally cannot use the General Rule unless your annuity starting date is before November 19, 1996. Tax planning us 1040x Although this publication will help you determine whether you can use the General Rule, it will not help you use it to determine the tax treatment of your pension or annuity income. Tax planning us 1040x For that and other information on the General Rule, see Publication 939, General Rule for Pensions and Annuities. Tax planning us 1040x Individual retirement arrangements (IRAs). Tax planning us 1040x   Information on the tax treatment of amounts you receive from an IRA is in Publication 590, Individual Retirement Arrangements (IRAs). Tax planning us 1040x Civil service retirement benefits. Tax planning us 1040x   If you are retired from the federal government (regular, phased, or disability retirement) or are the survivor or beneficiary of a federal employee or retiree who died, get Publication 721, Tax Guide to U. Tax planning us 1040x S. Tax planning us 1040x Civil Service Retirement Benefits. Tax planning us 1040x Publication 721 covers the tax treatment of federal retirement benefits, primarily those paid under the Civil Service Retirement System (CSRS) or the Federal Employees' Retirement System (FERS). Tax planning us 1040x It also covers benefits paid from the Thrift Savings Plan (TSP). Tax planning us 1040x Social security and equivalent tier 1 railroad retirement benefits. Tax planning us 1040x   For information about the tax treatment of these benefits, see Publication 915, Social Security and Equivalent Railroad Retirement Benefits. Tax planning us 1040x However, this publication (575) covers the tax treatment of the non-social security equivalent benefit portion of tier 1 railroad retirement benefits, tier 2 benefits, vested dual benefits, and supplemental annuity benefits paid by the U. Tax planning us 1040x S. Tax planning us 1040x Railroad Retirement Board. Tax planning us 1040x Tax-sheltered annuity plans (403(b) plans). Tax planning us 1040x   If you work for a public school or certain tax-exempt organizations, you may be eligible to participate in a 403(b) retirement plan offered by your employer. Tax planning us 1040x Although this publication covers the treatment of benefits under 403(b) plans and discusses in-plan Roth rollovers from 403(b) plans to designated Roth accounts, it does not cover other tax provisions that apply to these plans. Tax planning us 1040x For that and other information on 403(b) plans, see Publication 571, Tax-Sheltered Annuity Plans (403(b) Plans) For Employees of Public Schools and Certain Tax-Exempt Organizations. Tax planning us 1040x Comments and suggestions. Tax planning us 1040x   We welcome your comments about this publication and your suggestions for future editions. Tax planning us 1040x   You can write to us at the following address: Internal Revenue Service Tax Forms and Publications Division 1111 Constitution Ave. Tax planning us 1040x NW, IR-6526 Washington, DC 20224   We respond to many letters by telephone. Tax planning us 1040x Therefore, it would be helpful if you would include your daytime phone number, including the area code, in your correspondence. Tax planning us 1040x   You can send your comments from www. Tax planning us 1040x irs. Tax planning us 1040x gov/formspubs/. Tax planning us 1040x Click on “More Information” and then on “Comment on Tax Forms and Publications. Tax planning us 1040x ”   Although we cannot respond individually to each comment received, we do appreciate your feedback and will consider your comments as we revise our tax products. Tax planning us 1040x Ordering forms and publications. Tax planning us 1040x   Visit www. Tax planning us 1040x irs. Tax planning us 1040x gov/formspubs/ to download forms and publications, call 1-800-TAX-FORM (1-800-829-3676), or write to the address below and receive a response within 10 days after your request is received. Tax planning us 1040x Internal Revenue Service 1201 N. Tax planning us 1040x Mitsubishi Motorway Bloomington, IL 61705-6613 Tax questions. Tax planning us 1040x   If you have a tax question, check the information available on IRS. Tax planning us 1040x gov or call 1-800-829-1040. Tax planning us 1040x We cannot answer tax questions sent to either of the above addresses. Tax planning us 1040x Useful Items - You may want to see: Publication 524 Credit for the Elderly or the Disabled 525 Taxable and Nontaxable Income 560 Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans) 571 Tax-Sheltered Annuity Plans (403(b) Plans) For Employees of Public Schools and Certain Tax-Exempt Organizations 590 Individual Retirement Arrangements (IRAs) 721 Tax Guide to U. Tax planning us 1040x S. Tax planning us 1040x Civil Service Retirement Benefits 915 Social Security and Equivalent Railroad 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. Tax planning us 1040x 4972 Tax on Lump-Sum Distributions 5329 Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts See How To Get Tax Help near the end of this publication for information about getting publications and forms. Tax planning us 1040x Prev  Up  Next   Home   More Online Publications