Tax forms for IRA contributions, retirement plan distributions, rollovers, and conversions. Essential for tracking retirement savings and taxable distributions.
Distributions From Pensions, Annuities, Retirement Plans
Reports distributions from pensions, annuities, IRAs, and other retirement plans.
Learn moreIRA Contribution Information
Reports IRA contributions, rollovers, conversions, and fair market value.
Learn moreNondeductible IRAs
Used to report nondeductible contributions to traditional IRAs, distributions from traditional, SEP, and SIMPLE IRAs when you have a basis, and conversions from traditional IRAs to Roth IRAs.
Learn moreAdditional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts
Used to report additional taxes on early distributions from retirement plans, excess contributions to IRAs and HSAs, and failure to take required minimum distributions.
Learn moreCoverdell ESA Contribution Information
Reports contributions (including rollover contributions) made to a Coverdell Education Savings Account (ESA).
Learn moreDistributions From Pensions, Annuities, Retirement Plans — Roth Conversions
Reports distributions from traditional IRAs and other retirement plans that are converted to Roth IRAs, which are taxable events requiring reporting.
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