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Useful Links

IRS Forms and Publications

2022 Life Expectancy Tables

Uniform Lifetime Table

Joint Life Table

Single Life Table

2022 Instructions 1099-R and 5498

2023 Form 1099-R (Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc)
Instructions for Form 1099-R

2022 Form 1099-SA (Distributions From an HSA, Archer MSA, or Medicare Advantage MSA)
2022 Instructions for Form 1099-SA

Form 5329 (Additional Taxes on Qualified Plans and Other Tax-Favored Accounts)
Instructions Form 5329

Form 8606 (Nondeductible IRAs - Internal Revenue Service)
Instructions Form 8606

Form 8889 (Health Savings Accounts (HSAs))
Instructions Form 8889

Form 8880 (Credit for Qualified Retirement Savings Contributions)

2023 Form 5498 (IRA Contribution Information)
Instructions for Form 5409

2022 Form 5498-SA (HSA, Archer MSA, or Medicare Advantage MSA Information)
Instructions for Form 5498-SA

Publication 590-A (IRAs)

Publication 590-B (IRAs)

Publication 1220 Specifications for Filing Forms 1098, 1099, 5498 and W-2G Electronically or Magnetically

Publication 560 (Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans)

Publication 969 (Health Savings Accounts and Other Tax-favored Health Plans)

Publication 970 (Tax Benefits for Education)

Internal Revenue Bulletins

Index of Applicable Federal Rates (AFR) Ruling


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