Form 5498-This form is used to record IRA contributions and must be used in conjunction with a 1040 or it's derivative. This form is provided for information purposes. The printed version is machineable and is thus printed with special inks and paper.

Form 5498-This form is used to record IRA contributions and must be used in conjunction with a 1040 or it's derivative. This form is provided for information purposes. The printed version is machineable and is thus printed with special inks and paper.

Form 8880- You may be able to take a tax credit if you make eligible contributions to a qualified retirement plan, an eligible deferred compensation plan, or an individual retirement arrangement (IRA). You may be able to take a credit of up to $1,000 (up to $2,000 if filing jointly). This credit could reduce the federal income tax you pay dollar for dollar.

Form 8606-Form 8606 is used to report nondeductible contributions to IRAs, distributions from IRAs or the conversion of any IRA account to a Roth IRA. Regular contributions to IRAs are not recorded with this form

Related: Instructions for Form 8806 (8 Pages)

Form 5500-Form 5500 Annual Return/Report is used to report information concerning employee benefit plans and Direct Filing Entities (DFEs). Any administrator or sponsor of an employee benefit plan subject to ERISA must file information about each plan every year (Code section 6058 and ERISA sections 104 and 4065). Some plans participate in certain trusts, accounts, and other investment arrangements that file a Form 5500 as DFEs.

ATTENTION: The following forms are provided for informational purposes and should not be reproduced on personal computer printers by individual taxpayers for filing. The printed version of this form is designed as a "machine readable" form. As such, it must be printed using special paper, special inks, and within precise specifications. Call 1-800-TAX-FORM (1-800-829-3676) to order these forms.

Related: Instructions for Form 550 (65 Pages)
Related: Schedule A-Insurance Information (7 Pages)
Related: Schedule B-Actuarial Information (8 Pages)
Related: Instruction for Schedule B (8 Pages)
Related: Schedule C-Service Provider Information (4 Pages)
Related: Schedule D-DFE/Participating Plan Information (5 Pages)
Related: Schedule E-ESOP Annual Information (5 Pages)
Related: Schedule G-Financial Transaction Schedules (5 Pages)
Related: Schedule H-Financial Information (7 Pages)
Related: Schedule I-Financial Information - Small Plan (4 Pages)
Related: Schedule P- Annual Return of Fiduciary of Employee Benefit Trust (2 Pages)
Related: Instruction for Schedule P- (1 Page)
Related: Schedule R-Retirement Plan Information (3 Pages)
Related: Schedule SSA-Annual Registration Statement Identifying Separated Participants With Deferred Vested Benefits (3 Pages)
Related: Schedule T-Qualified Pension Plan Coverage Information (3 Pages)