Checkbook IRA & 401(k) IRS Forms

IRS Form 990t – Exempt Organization Business Income Tax Return

IRS Form 990w – Estimated Tax on Unrelated Business Taxable Income for Tax-Exempt Organizations

IRS Form 1040 – U.S. Individual Income Tax Return

IRS Form 1065 – U.S. Return of Partnership Income

IRS Form 1099r – Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc

IRS Form 1120s – U.S. Income Tax Return for an S Corporation

IRS Form 1120 – U.S. Corporation Income Tax Return

IRS Form 5305 – Traditional Individual Retirement Trust Account

IRS Form 5500ez – Annual Return of One-Participant (Owners and Their Spouses) Retirement Plan

Checkbook IRA & 401(k) IRS Publications

IRS Publication 560 – Retirement Plans for Small Business

IRS Publication 590a – Contributions to Individual Retirement Arrangements (IRAs)

IRS Publication 590b – Distributions from Individual Retirement Arrangements (IRAs)

IRS Publication 598 – Tax on Unrelated Business Income of Exempt Organizations

Checkbook IRA & 401(k) IRS Guidance

IRS Field Service Advice Memorandum

IRS Guidance Retirement Topics – Prohibited Transactions

IRS Revenue Ruling 66-106 – REIT UBIT, UBTI, UDFI

IRS Revenue Ruling 199929029 – IRA S-corporation shareholder

IRS Rollover Chart – Permitted and non-permitted rollovers between retirement account types