IRS Forms
For your convenience below are relevant IRS forms regarding IRAs and small business retirement plans.
Please Note: The information presented below is for educational purposes only and should not be construed as tax, legal, or investment advice. Whenever making an investment decision, please consult with legal, tax, and accounting professionals.
IRS Forms and Instructions
- Form 1040
- Instructions for Form 1040
- Form 1040EZ
- Instructions for Form 1040EZ
- Form 990-T (Exempt Organization Business Income Tax Return)
- Instructions for Form 990-T
- Form 5329 (Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts
- Instructions for Form 5329
- Form 5330 (Return of Excise Taxes Related to Employee Benefit Plans)
- Instructions for Form 5330
- Form 8606 (Nondeductible IRAs)
- Instructions for Form 8606
- Form 8886 (Reportable Transaction Disclosure Statement)
- Instructions for Form 8886
- Form 8886-T (Disclosure by Tax-Exempt Entity Regarding Prohibited Tax Shelter Transaction)
- Instructions for Form 8886-T
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