References

Intake and Interview Sheet

Publication 575, Pension and Annuity Income

Publication 590, Individual Retirement Arrangements (IRAs)

Publication 919, How Do I Adjust My Tax Withholding?

Publication 939, General Rule for Pensions and Annuities

Form 1040 Instructions

Form 1099-R

Form 5329

Form 8606

Form W-2

Form W-4P

Form W-4V

Simplified Method Worksheet