Your Work and Retirement

Quick access to tax publications relating to wages, pensions, and particular jobs.

These forms and publications relate to wages and pensions, and to particular jobs or professions that receive special treatment under the tax law: farming, military, clergy and more.

Forms

Form 4137 Social Security and Medicare Tax on Unreported Tip Income
Form & Instructions
Form 4852 Substitute for Form W-2
Form & Instructions
Form 5329 Additional Taxes Attributable to  IRAs, Etc.
Form  Instructions
Form 8606 Nondeductible IRAs
Form  Instructions
Form 8880 Credit for Qualified Retirement Plan Contributions
Form & Instructions

Publications

Pub 3 Armed Forces Tax Guide
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Addresses rules unique to military service (such as the combat zone exclusion) and also more general rules that may be of interest to persons serving in the armed forces.
Pub 225 Farmer's Tax Guide
Download (long download)
Pub 517 Social Security and Other Information for Members of the Clergy and Religious Workers
Download
Pub 531 Reporting Tip Income
Download
Pub 560 Retirement Plans for Small Business
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Pub 571 Tax-Sheltered Annuity Plans (403b Plans)
Download
Pub 575 Pension and Annuity Income
Download
Pub 590 Individual Retirement Arrangements
Download
Pub 595 Capital Construction Fund for Commercial Fishermen
Download
Pub 721 Tax Guide to U.S. Civil Service Retirement Benefits
Download
Pub 915 Social Security and Equivalent Railroad Retirement Benefits
Download
Pub 919 How Do I Adjust My Tax Withholding?
Download
Pub 939 General Rule for Pensions and Annuities
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This publication consists mainly of actuarial tables used in determining the tax treatment of pension and annuity income.
Pub 4128 Tax Impact of Job Loss
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Information on what kinds of benefits are taxable, and what kinds of expenses are taxable, when you lose a job.
 

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