Forms
The freely available Adobe Acrobat Reader software is required to view, print, and search the items listed below.
|
Name
|
Title
|
Version
|
Separate Instructions?
|
Form W-2 |
Wage and Tax Statement |
Standard |
Yes |
Form W-3 |
Transmittal of Wage and Tax Statements |
Standard |
Yes |
Form W-4P |
Withholding Certificate for Pension or Annuity Payments
|
Standard |
No |
Form 1099-R |
Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. |
Standard |
Yes |
Form 5304-SIMPLE
|
Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) - Not for Use With a Designated Financial Institution
|
Fillable |
No
|
Form 5305
|
Traditional Individual Retirement Trust Account
|
Fillable |
No
|
Form 5305-A
|
Traditional Individual Retirement Custodial Account
|
Fillable |
No
|
Form 5305-E
|
Coverdell Education Savings Trust Account
|
Fillable |
No
|
Form 5305-EA
|
Coverdell Education Savings Custodial Account
|
Fillable |
No
|
Form 5305-R
|
Roth Individual Retirement Trust Account
|
Fillable |
No
|
Form 5305-RA
|
Roth Individual Retirement Custodial Account
|
Fillable |
No
|
Form 5305-RB
|
Roth Individual Retirement Annuity Endorsement
|
Fillable |
No
|
Form 5305-S
|
SIMPLE Individual Retirement Trust Account
|
Fillable |
No
|
Form 5305-SA
|
SIMPLE Individual Retirement Custodial Account |
Fillable |
No |
Form 5305-SEP |
Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement |
Fillable |
No |
Form 5305-SIMPLE |
Savings Incentive Match Plan for Employees of Small Employers (SIMPLE) - for Use With a Designated Financial Institution |
Fillable |
No |
Form 5305A-SEP |
Salary Reduction Simplified Employee Pension - Individual Retirement Accounts Contribution Agreement |
Fillable |
No |
Form 5306 |
Application for Approval of Prototype or Employer Sponsored Individual Retirement Account (IRA) |
Fillable |
No |
Form 5306-A |
Application for Approval of Prototype Simplified Employee Pension (SEP) or Savings Incentive Match Plan for Employees of Small Employers (SIMPLE IRA Plan) |
Fillable |
No |
Form 5329 |
Additional Taxes on Qualified Plans (Including IRAs) and other Tax-Favored Accounts |
Fillable |
Yes |
Form 5498 |
IRA Contribution Information |
Standard |
Yes |
Form 8606 |
Nondeductible IRAs |
Standard |
No |
Form 8815 |
Exclusion of Interest From Series EE and I U.S. Savings Bonds Issued After 1989 |
Standard |
No |
Form 8880 |
Credit for Qualified Retirement Savings Contributions |
Fillable |
No |
Form 8881 |
Credit for Small Employer Pension Plan Startup Costs |
Fillable |
No |
Additional forms and ordering instructions may be found at:
www.irs.gov/formspubs/index.html
|