Publication 575

Publication 575

A form published by the IRS explaining how the tax exempt portion of an annuity payment is calculated under the Simplified Rule, which is one of the two methods for making such calculations.
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For more information, check out IRS Publication 4128, Tax Impact of Job Loss, Publication 521, Moving Expenses and Publication 575, Pension and Annuity Income.
To determine full eligibility and make sure other requirements are met, see IRS Publication 575.
If the distribution consists solely of employer securities (plus cash of $200 or less in lieu of fractional shares), no withholding is required; see IRS Publication 575.