Useful Items

Publication

• 517   Social Security and Other Information for Members of the Clergy and Religious Workers
• 575   Pension and Annuity Income
• 590   Individual Retirement Arrangements (IRAs)

Form (and Instructions)

• W-2   Wage and Tax Statement
• 1099-R   Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.
• 5330   Return of Excise Taxes Related to Employee Benefit Plans

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