Publication 571 - Tax-Sheltered Annuity Plans (403(B) Plans)
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21Publication 571
Contents
(Rev. December 2011)
What’s New for 2011
. . . . . . . . . . . . . . . 1
Department
Cat. No. 46581C
of the
What’s New for 2012
. . . . . . . . . . . . . . . 1
Tax-Sheltered
Treasury
Reminder
. . . . . . . . . . . . . . . . . . . . . . 2
Internal
Revenue
Introduction . . . . . . . . . . . . . . . . . . . . . 2
Annuity Plans
Service
Chapter
1. 403(b) Plan Basics
. . . . . . . . . . . . . 2
(403(b) Plans)
2. Maximum Amount
Contributable (MAC)
. . . . . . . . . . . 4
3. Limit on Annual Additions
. . . . . . . . 4
For Employees of Public
4. Limit on Elective Deferrals
. . . . . . . . 8
5. Ministers and Church
Schools and Certain
Employees
. . . . . . . . . . . . . . . . . . 11
Tax-Exempt Organizations
6. Catch-Up Contributions
. . . . . . . . . . 11
7. Excess Contributions
. . . . . . . . . . . 12
8. Distributions and Rollovers
. . . . . . . 12
9. Worksheets
. . . . . . . . . . . . . . . . . . 15
10. Retirement Savings
Contributions Credit (Saver’s
Credit)
. . . . . . . . . . . . . . . . . . . . . . 18
11. How To Get Tax Help
. . . . . . . . . . . . 19
Index . . . . . . . . . . . . . . . . . . . . . . . . . . 21
What’s New for 2011
Retirement savings contributions credit.
For 2011, the adjusted gross income limitations
have increased from $55,500 to $56,500 for
married filing jointly filers, from $41,625 to
$42,375 for head of household filers, and from
$27,750 to $28,250 for single, married filing sep-
arately, or qualifying widow(er) with dependent
child filers. See chapter 10,
Retirement Savings
Contributions Credit (Saver’s Credit),
for addi-
tional information.
Limit on elective deferrals. For 2011, the
limit on elective deferrals remains unchanged at
$16,500.
Limit on annual additions. For 2011 the limit
on annual additions remains unchanged at
$49,000.
More information. The IRS has created a
page on IRS.gov for information about Publica-
tion 571 at Information
about any recent developments affecting Publi-
cation 571 will be posted on that page.
What’s New for 2012
Retirement savings contributions credit.
For 2012, the adjusted gross income limitations
Get forms and other information
have increased from $56,500 to $57,500 for
faster and easier by:
married filing jointly filers, from $42,375 to
$43,125 for head of household filers, and from
$28,250 to $28,750 for single, married filing sep-
Internet
IRS.gov
arately, or qualifying widow(er) with dependent
child filers. See chapter 10,
Retirement Savings
Nov 29, 2011
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