A
- Actuarial Tables, , Disqualifying form of payment or settlement.
- Actuarial Tables:
-
- How to use, How To Use Actuarial Tables
- Unisex, Unisex Annuity Tables
- Adjustments to total cost, Adjustments
- Annuity starting date, The annuity starting date
- Assistance (see Tax help)
C
- Comments, Comments and suggestions.
D
- Death benefit exclusion, Death benefit exclusion.
E
- Election:
-
- Post-June 1986 contributions, Contributions made both before July 1986 and after June 1986., Annuity received after June 30, 1986.
- Pre-July 1986 contributions, Contributions made both before July 1986 and after June 1986.
- Employment abroad, Foreign employment.
- Exclusion limited to net cost, Exclusion limited to net cost.
- Exclusion not limited to net cost, Exclusion not limited to net cost.
- Exclusion ratio, Step 3.
- Expected return, Expected Return
F
- Fixed period annuity, Types of pensions and annuities., Fixed period annuity.
- Foreign employment, Foreign employment.
- Free tax services, How To Get Tax Help
G
- General Rule:
-
- Who must use the, Who must use the General Rule.
H
- Help (see Tax help)
- Help from IRS, Help from IRS., Request for a ruling., Free IRS help., Free IRS help., Requesting a Ruling on Taxation of Annuity
I
- Increase in payments, Increase in annuity payments.
- Investment in the contract, Investment in the Contract
J
- Joint and survivor annuities, Types of pensions and annuities., Joint and survivor annuities.
M
- More information (see Tax: Help)
N
- Net cost, Net cost.
- Nonqualified employee plans, General Information
P
- Part-year payments, Part-year payments.
- Periodic payments, taxation of, Taxation of Periodic Payments
- Publications (see Tax help)
Q
- Qualified plans, Introduction
R
- Refund feature, Refund feature.
- Ruling request, Request for a ruling., Requesting a Ruling on Taxation of Annuity
S
- Single life annuity, Single life annuity.
- Suggestions, Comments and suggestions.
- Survivor annuities, Different payments to survivor.
T
- Tax:
-
- Help, How To Get Tax Help
- Taxable part of annuity:
-
- How to compute the, Computation Under the General Rule
- Worksheets, ,
- Taxpayer Advocate, Contacting your Taxpayer Advocate.
- TTY/TDD information, How To Get Tax Help
- Types of pensions and annuities, Types of pensions and annuities.
V
- Variable annuities, Types of pensions and annuities., Variable annuities.
W
- Withholding of tax, Withholding tax and estimated tax.
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