IRS resources Requesting Copies of Plan Documents How to request copies of documents in determination letter application files Tax Topic Index These Tax Topics contain general individual and business tax information. Publication 4190 PDF Tax Guide for the Retiree Retirement Plans Frequently Asked Questions (FAQs) General information about subjects of interest to participants in retirement plans. Participant Events - What Participants Should Receive Explanation of participant events, which notices participants should receive based on these participant events and when these notices should be issued. Plan Events - What Participants Should Receive Explanation of plan events, which notices participants should receive based on these plan events and when these notices should be issued. Retirement Savings Tips for Individuals Basic articles about planning for retirement and understanding your employer’s retirement plan. How to Take Responsibility for Your Retirement Helping you help yourself. Are You Self-Employed? Retirement information for plan sponsors and employers. What is the Employee Plans Office and What Does it Do? An overview of the office of Employee Plans (EP) under the Tax Exempt & Government Entities (TE/GE) operating division of the Internal Revenue Service. Contact Us Call, write or email us with questions on retirement plan issues. Taxpayer Rights A summary of your rights as a taxpayer and the IRS' obligation to protect them. Forms and Publications A variety of forms, publications and products relating to retirement plans. IRAs - Individual retirement accounts or arrangements Required Minimum Distribution Worksheets Use these worksheets to calculate the amount of Required Minimum Distribution from your IRAs. Contribution Limits How much can you contribute to your IRA? Individual Retirement Arrangements (IRAs) Guide to IRAs and retirement plans funded with IRAs. Publication 560, Retirement Plans for Small Businesses (SEP, SIMPLE, and Qualified Plans) PDF Publication 590-A, Contributions to Individual Retirement Arrangements (IRAs) Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs) Form 5305, Traditional Individual Retirement Trust Account PDF Form 5305-A, Traditional Individual Retirement Custodial Account PDF Form 5498, IRA Contribution Information PDF Roth IRAs Form 5305-R, Roth Individual Retirement Trust Account PDF Form 5305-RA, Roth Individual Retirement Custodial Account PDF Form 5305-RB, Roth Individual Retirement Annuity Endorsement PDF 403(b) tax-sheltered annuities 403(b) Mini-Course for Employees - Presentation on operating 403(b) plans and how they work. Publication 571, Tax-Sheltered Annuity Plans (403(b) Plans) for Employees of Public Schools and Certain Tax-Exempt Organizations PDF Retirement income and distributions Publication 525, Taxable and Nontaxable Income PDF Publication 575, Pension and Annuity Income PDF Publication 939, General Rule for Pensions and Annuities PDF Form W-2, Wage and Tax Statement PDF Form 4972, Tax on Lump-Sum Distributions PDF Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts PDF Form 6088, Distributable Benefits From Employee Pension Benefit Plans PDF Other forms Form 2848, Power of Attorney and Declaration of Representative PDF Form 8880, Credit for Qualified Retirement Savings Contributions PDF Department of Labor resources Retirement Information from the Department of Labor’s Employee Benefits Security Administration Consumer Information on Retirement Plans Taking The Mystery Out Of Retirement Planning PDF A guide to assist you in retirement planning. Top 10 Ways to Prepare for Retirement PDF Helpful hints to assist in your preparation for retirement. Savings Fitness: A Guide to Your Money and Your Financial Future PDF A guide to assist you in setting your financial and retirement goals. What You Should Know About Your Retirement Plan PDF An overview of the information a plan is required to disclose to employees and participants. A Look at 401(k) Plan Fees for Employees PDF Answers to some common questions about fees and expenses that may be paid by your 401(k) plan. How to File a Claim for Your Benefits PDF An outline of the steps you may take to file a claim and what to do if you are denied benefits. Department of Labor Participant Rights webpage Know what participant benefit rights are and how to make the benefits work for the participant. Other resources Retirement Information from usa.gov Official information and services from the U.S. government Retirement Information from U.S. Financial Literacy and Education Commission Providing financial education resources for all Americans Retirement Information from the Social Security Administration Retirement Information from the Pension Benefit Guaranty Corporation Information for Workers and Retirees Investor Tools from the Securities and Exchange Commission Calculators for Investors Do you have a comment or suggestion about our content? Got a comment or suggestion about our content? Is there some material you would like to see? Write to us.
