References
- Pub 4491, Retirement Income
- Intake and Interview Sheet
- Publication 575, Pension and Annuity Income
- Publication 590-B, Individual Retirement Arrangements (IRAs)
- Publication 721, Tax Guide to U.S. Civil Service Retirement Benefits
- Publication 939, General Rule for Pensions and Annuities
- Form 1040 Instructions
- Form 1040-ES
- Form 1099-R
- Form 5329
- Form 8606
- Form W-2
- Form W-4P
- Form W-4V
- Publication 4012, Tab D