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IRS Forms: IRAs, HSAs and Retirement Accounts
4 forms about iras, hsas and retirement accounts. Each page explains the form in plain English and lets you fill out the official PDF in your browser.
Form 4852Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.The form you attach to your tax return when your employer or payer never sent your W-2 or 1099-R, or sent one with wrong numbers.Form 5329Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored AccountsThe form you attach to your tax return when a retirement, health, education, or ABLE account triggers an extra tax.Form 8606Nondeductible IRAsThe form that tracks IRA money you already paid tax on, so you are not taxed twice when you take it out or convert it to a Roth.Form 8889Health Savings Accounts (HSAs)The form you attach to your tax return to report money going into and out of your HSA and to claim your HSA deduction.
Other topics
Tax returns and schedules 371099s and information returns 8Withholding and W forms 17Payroll and employment tax 9Starting and structuring a business 6Credits and deductions 11Extensions and payment plans 9Transcripts, authorizations and address changes 8Refunds, identity theft and relief 6Estate and gift tax 4Nonprofit filings 2International and foreign status 6