Publication 939 gives you the information you need to determine the tax treatment of your pension and annuity income under the General Rule. Current revision Publication 939 (PDF PDF | HTML | eBook EPUB) Recent developments None at this time. Other items you may find useful All revisions for Publication 939 About Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. About Form 2848, Power of Attorney and Declaration of Representative About Form 4868, Application for Automatic Extension of Time to File U.S. Individual Income Tax Return About Form 8960, Net Investment Income Tax Individuals, Estates, and Trusts Low Income Taxpayer Clinics Other current products Related items About Publication 524, Credit for the Elderly or the Disabled About Publication 525, Taxable and Nontaxable Income About Publication 571, Tax-Sheltered Annuity Plans (403(b) Plans) For Employees of Public Schools and Certain Tax-Exempt Organizations About Publication 575, Pension and Annuity Income About Publication 590-A, Contributions to Individual Retirement Arrangements (IRAs) About Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs) About Publication 721, Tax Guide to U.S. Civil Service Retirement Benefits
