Retirement plan forms and publications

Find the forms, instructions, publications, educational products, and other related information useful for retirement plans in one convenient place.
General Information
Administrators

Frequently asked questions: Do I need a PTIN?

Who needs a PTIN, sample scenarios, SSN requirements, and non-signing/supervised preparers.
About IRS
Tax Professionals

Retirement plans FAQs regarding plan language issues for GUST and EGTRRA

Insights into available guidance and requirements for making changes.
General Information
Administrators

Find information on complex tax topics

Find resources to help you on topics too complex for telephone assistors to help you with.
General Information
Individuals, Tax Professionals, Businesses