Request For Irs To Figure Taxable Part Of Annuity - Department Of The Treasury (Page 2 of 4) in pdf

Request For Irs To Figure Taxable Part Of Annuity - Department Of The Treasury Page 2

Copies of any documents that show distributions, guaranteed amount,

annuity rates, and annuity options available to you.

A copy of any Forms 1099-R, Distributions From Pensions, Annuities,

Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc., that

you received since your annuity began.

A power of attorney if someone other than you, an attorney, a certified

public accountant, or an enrolled agent is signing this request. You may use

Form 2848, Power of Attorney and Declaration of Representative, for the

purpose.

A completed Tax Information Sheet. A blank one is on the next two pages.

The retiree or survivor annuitant must sign and date the Disclosure and

Perjury Statement, on the last page. A representative cannot sign it.

Also remember to send your user fee.

For More

For more information, or if you decide to figure the taxable part of your annuity

Information

yourself, start with the instructions for Form 1040, lines 16a and 16b; or Form

1040A, or lines 11a and 11b. For detailed information see:

Publication 575, Pension and Annuity Income.

Publication 939, General Rule for Pensions and Annuities.

To order free IRS forms and publications, call 1-800-TAX-FORM (1-(800)-

Ordering

Forms and

829-3676). If you have access to TDD equipment, you can call 1-(800)-829-

Publications

4059. See your tax package for the hours of operation. You can also write to

the IRS Forms Distribution Center nearest you. Check your income tax

package for the address.

If you have access to a personal computer and a modem, you can download

forms and publications from our Website. Your income tax package has more

details.

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