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Speaker, author, teacher, consultant: I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans
Charitable donations resources
IRS Publication 1771- Charitable Contributions Substantiation and Disclosure Requirements
Publication 526, Charitable Contributions
IRS Course: Required Disclosures
IRS Publications on Retirement Accounts
|
Name |
Title |
Version(s) |
|
| Publication 1 | Your Rights as a Taxpayer | ||
| Publication 15 | (Circular E), Employer's Tax Guide | Web | |
| Publication 15-A | Employer's Supplemental Tax Guide | Web | |
| Publication 525 | Taxable and Nontaxable Income | Web | |
| Publication 535 | Business Expenses | Web | |
| Publication 560 | Retirement Plans for Small Business (SEP, SIMPLE, and Qualified Plans) | Web | |
| Publication 571 | Tax-Sheltered Annuity Plans (403(b) Plans) For Employees of Public Schools and Certain Tax-Exempt Organizations | Web | |
| Publication 575 | Pension and Annuity Income | Web | |
| Publication 590-A | Contributions to Individual Retirement Arrangements (IRAs) | Web | |
| Publication 590-B | Distributions from Individual Retirement Arrangements (IRAs) | Web | |
| Publication 794 | Favorable Determination Letter | ||
| Publication 939 | General Rule for Pensions and Annuities | Web | |
| Publication 963 | Federal-State Reference Guide | ||
| Publication 1020 | Appeal Procedures Employee Plans Examinations | ||
| Publication 3066 | Have you had your Check-up this year? for Retirement Plans | ||
| Publication 3125 | The IRS Does Not Approve IRA Investments | ||
| Publication 3998 | Choosing A Retirement Solution for Your Small Business | Web | |
| Publication 4118 | Lots of Benefits - Retirement Plan Life Cycle | ||
| Publication 4222 | 401(k) Plans for Small Businesses | Web | |
| Publication 4224 | Retirement Plan Correction Programs | ||
| Publication 4284 | SIMPLE IRA Plan Checklist | ||
| Publication 4285 | SEP Checklist | ||
| Publication 4286 | SARSEP Checklist | ||
| Publication 4324 | Employee Plan Examination Process | ||
| Publication 4333 | SEP Retirement Plans for Small Businesses | Web | |
| Publication 4334 | SIMPLE IRA Plans for Small Businesses | Web | |
| Publication 4336 | SARSEP for Small Businesses | ||
| Publication 4407 | SARSEP - Key Issues and Assistance | ||
| Publication 4460 | The IRS Retirement Plan Products Guide | ||
| Publication 4482 | 403(b) Tax-Sheltered Annuities for Participants | ||
| Publication 4483 | 403(b) Tax-Sheltered Annuity Plans for Sponsors | ||
| Publication 4484 | Choose a Retirement Plan for Employees of Tax Exempt and Government Entities | ||
| Publication 4530 | Designated Roth Accounts Under 401(k), 403(b) or Governmental 457(b) Plans | ||
| Publication 4531 | 401(k) Plan Checklist | ||
| Publication 4546 | 403(b) Plan Checklist | ||
|
Publication 4587 |
Payroll Deduction IRAs for Small Businesses |
Web | |
|
Publication 4674 |
Automatic Enrollment 401(k) Plans for Small Businesses |
Web | |
|
Publication 4806 |
Profit Sharing Plans for Small Businesses |
Web | |
|
Publication 5036 |
Retirement Plan Distributions: Exceptions to 10% Additional Tax |
Additional forms, publications and ordering instructions may be found at: www.irs.gov/Forms-&-Pubs