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Filing An Amended Tax Return For 2013

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Filing An Amended Tax Return For 2013

Filing an amended tax return for 2013 Index A Archer MSAs, Archer MSAs, Employment taxes. Filing an amended tax return for 2013 Assistance (see Tax help) C Contributions to FSA, Contributions to an FSA HRA, Contributions to an HRA HSA, Contributions to an HSA MSA, Contributions to an MSA D Death of HSA holder, Death of HSA Holder MSA holder, Death of the Archer MSA Holder Distributions from FSA, Distributions From an FSA HRA, Distributions From an HRA HSA, Distributions From an HSA MSA, Distributions From an MSA E Employer participation FSA, Employer Participation HRA, Employer Participation HSA, Employer Participation MSA, Employer Participation F Flexible Spending Arrangements Grace Period, Health FSA – grace period. Filing an amended tax return for 2013 Flexible spending arrangements, Flexible Spending Arrangements (FSAs), Employer Participation Balance in, Balance in an FSA Contributions to, Contributions to an FSA Distributions from, Distributions From an FSA Qualifying for, Qualifying for an FSA When to contribute, When To Contribute Form 5329, Excess contributions. Filing an amended tax return for 2013 , Excess contributions. Filing an amended tax return for 2013 5498–SA, Form 8889. Filing an amended tax return for 2013 , Reporting Contributions on Your Return 8853, Additional tax. Filing an amended tax return for 2013 , Filing Form 8853 8889, Form 8889. Filing an amended tax return for 2013 , Additional tax. Filing an amended tax return for 2013 , Filing Form 8889 Free tax services, Free help with your tax return. Filing an amended tax return for 2013 H Health plans, high deductible, High deductible health plan (HDHP). Filing an amended tax return for 2013 , High deductible health plan (HDHP). Filing an amended tax return for 2013 Health reimbursement arrangements, Health Reimbursement Arrangements (HRAs), Employer Participation Balance in, Balance in an HRA Contributions to, Contributions to an HRA Distributions from, Distributions From an HRA Qualifying for, Qualifying for an HRA Health savings accounts, Health Savings Accounts (HSAs), Employment taxes. Filing an amended tax return for 2013 Balance in, Balance in an HSA Contributions to, Contributions to an HSA Deemed distributions, Deemed distributions from HSAs. Filing an amended tax return for 2013 Distributions from, Distributions From an HSA Last-month rule, Last-month rule. Filing an amended tax return for 2013 Partnerships, Reporting Contributions on Your Return Qualifying for, Qualifying for an HSA Rollovers, Rollovers S corporations, Reporting Contributions on Your Return When to contribute, When To Contribute Help (see Tax help) High deductible health plan, High deductible health plan (HDHP). Filing an amended tax return for 2013 , High deductible health plan (HDHP). Filing an amended tax return for 2013 M Medical expenses, qualified, Qualified medical expenses. Filing an amended tax return for 2013 , Qualified medical expenses. Filing an amended tax return for 2013 , Qualified medical expenses. Filing an amended tax return for 2013 , Qualified medical expenses. Filing an amended tax return for 2013 Medical savings accounts, Medical Savings Accounts (MSAs), Medicare Advantage MSAs Balance in, Balance in an Archer MSA Contributions to, Contributions to an MSA Deemed distributions, Deemed distributions from Archer MSAs. Filing an amended tax return for 2013 Distributions from, Distributions From an MSA Medicare Advantage MSAs, Medicare Advantage MSAs Qualifying for, Qualifying for an Archer MSA When to contribute, When To Contribute Medicare Advantage MSAs, Medicare Advantage MSAs P Preventive care, High deductible health plan (HDHP). Filing an amended tax return for 2013 Publications (see Tax help) Q Qualified HSA funding distribution, Qualified HSA funding distribution. Filing an amended tax return for 2013 T Tax help, How To Get Tax Help Testing period Last-month rule, Testing period. Filing an amended tax return for 2013 Qualified HSA funding distribution, Funding distribution – testing period. Filing an amended tax return for 2013 TTY/TDD information, How To Get Tax Help Prev  Up     Home   More Online Publications
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2014 Tax Season Refund Frequently Asked Questions

How quickly will I get my refund?
We issue most refunds in less than 21 calendar days.

What is the best and fastest way to get information about my refund?
Use the IRS2Go mobile app or the Where’s My Refund? tool. You can start checking on the status of your tax return within 24 hours after we have received your e-filed return or 4 weeks after you mail a paper return.

Will I see a date for my refund right away?
Where’s My Refund? will not give you a refund date right away. We must first receive your tax return and then we have to process it and approve your refund. Where’s My Refund? will give you a personalized date once your refund is approved. 

Will calling the IRS help me get my refund any faster?
Calling us will not speed up your refund. Our phone and walk-in representatives can only research the status of your refund if it has been 21 days or more since you filed electronically, more than 6 weeks since you mailed your paper return, or Where’s My Refund? directs you to contact us. If we need more information to process your tax return, we will contact you by mail. Otherwise Where’s My Refund? has the most up to date information available about your refund. Use the IRS2Go mobile app or use the Where’s My Refund? tool. Both are available 24 hours a day, 7 days a week.

How will I know if IRS received my tax return and if my refund is being processed?
Use the Where’s My Refund? tool to follow your tax return from receipt to issuance of your refund. While your tax return is being processed you can follow it through three stages: Return Received, Refund Approved and Refund Sent.

When can I start checking on my refund status?
You can start checking on the status of your return within 24 hours after we have received your electronically filed tax return or 4 weeks after you mail a paper tax return.

How often does Where’s My Refund? update?
Where’s My Refund? updates are made no more than once per day, usually at night. So there is no need to check more often.

What is happening when Where’s My Refund? shows the status of my refund is: Return Received?
This means we have your tax return and are processing it. Your personalized refund date will be available as soon as we finish processing your return and confirm that your refund has been approved. We issue most refunds  in less than 21 days.

How long will it take for my status to change from “Return Received” to Refund Approved?
Sometimes your status may change from “Return Received” to “Refund Approved” in just a few days, but it could take longer and a date will not be provided until your refund has been approved. However, if Where’s My Refund? shows the status of your refund is: Return Received we have received your tax return and we are processing it.

Does Where’s My Refund always display my refund status with the tracker showing three steps?  
No. In some cases the tracker graphic will not be shown if your return is being reviewed prior to step two: “Refund Approved,” and instead an explanation or instructions will be provided depending on the situation. This can happen even if you previously checked Where’s My Refund and it showed the status as “Return Received” along with the tracker. In these cases be assured that we have your tax return and we are processing it. Please follow the directions provided by Where’s My Refund. Otherwise if we need more information we will contact you – usually by mail. If we send you a letter about your return, please follow the instructions in the letter as soon as possible.

Will ordering a transcript help you determine when you’ll get your refund?
No, a tax transcript will not help you determine when you will get your refund. This is among the common myths and misconceptions that are often repeated in social media. The codes listed on tax transcripts do not provide any early insight into when a refund will be issued. The best way to check on your refund is by visiting “Where’s My Refund?” While transcripts include a lot of detailed information regarding actions taken on your account, the codes do not mean the same thing for everyone and they do not necessarily reflect how any of these actions do or do not impact the amount or timing of your refund. IRS transcripts are best and most often used to validate past income and tax filing status for mortgage, student and small business loan applications and to help with tax preparation.

What is happening when Where’s My Refund? shows the status of my refund is:  Refund Approved?
This means the IRS has processed your return and your refund has been approved. The IRS is now preparing to send your refund to your bank or directly to you in the mail if you requested a paper check. This status will tell you when your refund is scheduled to be sent to your bank and, if you elected the direct deposit option, a date by which it should be credited to your account. Please wait until it’s been five days from the date we sent the refund to your bank to check with your bank about the status of your refund. This time frame is provided to allow for the variations in how and when banks deposit funds.

What is happening when Where’s My Refund? shows the status of my tax return is:  Refund Sent?
This means the IRS has sent your refund to your financial institution for direct deposit. This status will tell you when your refund was sent to your bank. It may take your financial institution 1 – 5 days to deposit the funds into your account. Please wait until it’s been five days from the date we sent the refund to your bank to check with your bank about the status of your refund.  This time frame is provided to allow for the variations in how and when banks deposit funds. If you requested a paper check this means your check has been mailed. It could take several weeks for your check to arrive in the mail.

Why is my refund different than the amount reflected on the tax return I filed?
If you owe past-due federal tax, state income tax, state unemployment compensation debts, child support, spousal support, or certain federal nontax debts, such as student loans, all or part of your refund may be used (offset) to pay the past-due amount. Offsets for federal taxes are made by the IRS. All other offsets are made by the Treasury Department's Bureau of Fiscal Services (BFS) (Formerly the Financial Management Service or FMS). For federal tax offsets, you will receive a notice from the IRS. For all other offsets, you will receive a notice from BFS. To find out if you may have an offset or if you have any questions about it, contact the agency to which you owe the debt. See Tax Topic 203 for more information about refund offsets.

Another reason your refund amount may be different is if we made changes to your tax return that changed your refund amount. In this case you will get a notice in the mail from us explaining the changes. These reasons will be reflected in Where’s My Refund if they apply to your refund.

What if I am counting on my refund for something important? Can I expect to receive it on time? 
Be careful not to count on getting your refund by a certain date to make major purchases or pay other financial obligations. Many different factors can affect the timing of your refund after we receive it for processing. Even though we issue most refunds in less than 21 days, it’s possible your tax return may require additional review and take longer. Also, if you are anticipating a refund, take into consideration the time it takes for your financial institution to post the refund to your account, or for mail delivery.

It's been longer than 21 days since the IRS received my return and I have not gotten my refund. Why?
We work hard to issue refunds as quickly as possible, but some tax returns take longer to process than others for many reasons, including when a return:

  • includes errors,
  • is incomplete,
  • needs further review,
  • is impacted by identity theft or fraud,
  • includes Form 8379, Injured Spouse Allocation, which could take up to 14 weeks to process.

If we need more information to process your tax return, we will contact you by mail.

IRS representatives can only research the status of your return if it’s been 21 days or more since you filed electronically, more than six weeks since you mailed your paper return, or if Where’s My Refund? directs you to contact us. Our general telephone number is 1-800-829-1040. However, given our limited resources, our phone lines are going to be extremely busy this year – and there will frequently be extensive wait times.

Will Where’s My Refund? provide a refund status if I filed an amended return?
No, it does not provide information about amended tax returns. However you can check the status of your Form 1040X (PDF), Amended U.S. Individual Income Tax Return, using the “Where's My Amended Return?” (WMAR) online tool and the new toll-free telephone line 866-464-2050 three weeks after you file your amended return. WMAR provides personalized, automated, and the most up-to-date information on the status of amended returns in both English and Spanish. You can check the status of a Form 1040X filed for the current year and up to three years prior.

 

Page Last Reviewed or Updated: 19-Mar-2014

The Filing An Amended Tax Return For 2013

Filing an amended tax return for 2013 Index Symbols 403(b) plans Defined, Tax-sheltered annuity plan. Filing an amended tax return for 2013 Loans from, without tax consequences, Exception for qualified plan, 403(b) plan, and government plan loans. Filing an amended tax return for 2013 Simplified Method to be used, Who must use the Simplified Method. Filing an amended tax return for 2013 5% owners, 5% owners. Filing an amended tax return for 2013 A Age 70, Age 70½. Filing an amended tax return for 2013 Alimony (see Qualified domestic relations orders (QDROs)) Annuities 5% rate on early distributions, 5% rate on certain early distributions from deferred annuity contracts. Filing an amended tax return for 2013 Defined, Annuity. Filing an amended tax return for 2013 Fixed-period, Fixed-period annuities. Filing an amended tax return for 2013 , Fixed-period annuity. Filing an amended tax return for 2013 Guaranteed payments, Guaranteed payments. Filing an amended tax return for 2013 Joint and survivor annuities, Joint and survivor annuities. Filing an amended tax return for 2013 Minimum distributions from, Minimum distributions from an annuity plan. Filing an amended tax return for 2013 Payments under, Annuity payments. Filing an amended tax return for 2013 Qualified plan annuity starting before November 19, 1996, Qualified plan annuity starting before November 19, 1996. Filing an amended tax return for 2013 Rollovers, Annuity contracts. Filing an amended tax return for 2013 (see also Rollovers) Single-life, Annuities for a single life. Filing an amended tax return for 2013 , Single-life annuity. Filing an amended tax return for 2013 Starting date of, Annuity starting date defined. Filing an amended tax return for 2013 , Who must use the Simplified Method. Filing an amended tax return for 2013 , Annuity starting before November 19, 1996. Filing an amended tax return for 2013 , Annuity starting date. Filing an amended tax return for 2013 Before November 19, 1996, Annuity starting before November 19, 1996. Filing an amended tax return for 2013 Distribution on or after, Distribution On or After Annuity Starting Date Transfers of contracts, Transfers of Annuity Contracts Types of, Types of pensions and annuities. Filing an amended tax return for 2013 Variable annuities, Variable annuities. Filing an amended tax return for 2013 , Variable Annuities, Death benefits. Filing an amended tax return for 2013 Assistance (see Tax help) B Beneficiaries, Survivors and Beneficiaries C Capital gains Lump-sum distributions, Capital Gain Treatment Cash withdrawals (see Nonperiodic payments) Child support (see Qualified domestic relations orders (QDROs)) Corrective distributions of excess plan contributions, Corrective distributions of excess plan contributions. Filing an amended tax return for 2013 Costs Investment in the contract, Cost (Investment in the Contract) Lump-sum distribution, determination for, Cost. Filing an amended tax return for 2013 D Death benefits, Death benefits. Filing an amended tax return for 2013 Death of employee, Distributions after the employee's death. Filing an amended tax return for 2013 , Survivors of employees. Filing an amended tax return for 2013 Death of retiree, Survivors of retirees. Filing an amended tax return for 2013 Deductible voluntary employee contributions, Deductible voluntary employee contributions. Filing an amended tax return for 2013 Defined contribution plans, Defined contribution plan. Filing an amended tax return for 2013 Designated Roth accounts Costs, Designated Roth accounts. Filing an amended tax return for 2013 Defined, Designated Roth account. Filing an amended tax return for 2013 Qualified distributions, Designated Roth accounts. Filing an amended tax return for 2013 Rollovers, Designated Roth accounts. Filing an amended tax return for 2013 Disability pensions, Disability pensions. Filing an amended tax return for 2013 , Disability Pensions Distributions, Examples (see also Rollovers) Beginning date for, Required beginning date. Filing an amended tax return for 2013 Early distributions and penalty tax, Payment to you option. Filing an amended tax return for 2013 , Tax on Early Distributions Employer securities, Distributions of employer securities. Filing an amended tax return for 2013 Loans treated as, Loans Treated as Distributions Lump-sum, Distributions of employer securities. Filing an amended tax return for 2013 , Lump-Sum Distributions, Examples Minimum required, Recapture tax for changes in distribution method under equal payment exception. Filing an amended tax return for 2013 Nonperiodic, taxation of, Taxation of Nonperiodic Payments Periodic, taxation of, Taxation of Periodic Payments Public safety employees, Qualified public safety employees. Filing an amended tax return for 2013 Qualified reservist, Qualified reservist distributions. Filing an amended tax return for 2013 U. Filing an amended tax return for 2013 S. Filing an amended tax return for 2013 savings bonds, Distribution of U. Filing an amended tax return for 2013 S. Filing an amended tax return for 2013 savings bonds. Filing an amended tax return for 2013 Dividends, Taxation of Nonperiodic Payments E Early withdrawal from deferred interest account Penalty tax on, Payment to you option. Filing an amended tax return for 2013 , Tax on Early Distributions Employer securities, distributions of, Distributions of employer securities. Filing an amended tax return for 2013 Estate tax, Reduction for federal estate tax. Filing an amended tax return for 2013 Deduction, Estate tax deduction. Filing an amended tax return for 2013 Estimated tax, Estimated tax. Filing an amended tax return for 2013 Excess accumulation, tax on, Recapture tax for changes in distribution method under equal payment exception. Filing an amended tax return for 2013 Excess plan contributions, corrective distributions of, Corrective distributions of excess plan contributions. Filing an amended tax return for 2013 F Figuring taxable amount, Figuring the Taxable Amount, Distribution of U. Filing an amended tax return for 2013 S. Filing an amended tax return for 2013 savings bonds. Filing an amended tax return for 2013 Fixed-period annuities, Fixed-period annuities. Filing an amended tax return for 2013 , Fixed-period annuity. Filing an amended tax return for 2013 Foreign employment contributions, Foreign employment contributions. Filing an amended tax return for 2013 Form 4972, Lump-Sum Distributions W-4P, Choosing no withholding. Filing an amended tax return for 2013 Form 1040/1040A Rollovers, How to report. Filing an amended tax return for 2013 Form 1040X Changing your mind on lump-sum treatment, Changing your mind. Filing an amended tax return for 2013 Form 1099-INT U. Filing an amended tax return for 2013 S. Filing an amended tax return for 2013 savings bonds distributions, Distribution of U. Filing an amended tax return for 2013 S. Filing an amended tax return for 2013 savings bonds. Filing an amended tax return for 2013 Form 1099-R 10-year tax option for lump-sum distribution, 10-Year Tax Option Corrected form, Introduction Corrective distributions of excess plan contributions, Corrective distributions of excess plan contributions. Filing an amended tax return for 2013 Exceptions to tax, Exceptions to tax. Filing an amended tax return for 2013 Investment in the contract, Cost (Investment in the Contract) Loan treated as distribution from plan, Reporting by plan. Filing an amended tax return for 2013 Rollovers, How to report. Filing an amended tax return for 2013 Tax-free exchanges, Tax-free exchange reported on Form 1099-R. Filing an amended tax return for 2013 Form 4972 10-year tax option for lump-sum distribution, 10-Year Tax Option Lump-sum distributions, Lump-Sum Distributions, Electing optional lump-sum treatment. Filing an amended tax return for 2013 Form 5329 Recapture tax, Recapture tax for changes in distribution method under equal payment exception. Filing an amended tax return for 2013 Special additional taxes (penalty taxes), Special Additional Taxes, Exceptions to tax. Filing an amended tax return for 2013 Form RRB-1099-R, Form RRB-1099-R. Filing an amended tax return for 2013 Form W-4P Withholding from retirement plan payments, Choosing no withholding. Filing an amended tax return for 2013 , Nonperiodic distributions. Filing an amended tax return for 2013 Form W-4V Voluntary withholding request for social security or railroad retirement benefits, Withholding Tax and Estimated Tax Free tax services, Free help with your tax return. Filing an amended tax return for 2013 Frozen deposits, Frozen deposits. Filing an amended tax return for 2013 Fully taxable payments, Fully Taxable Payments G General Rule, Partly Taxable Payments, General Rule Death of retiree under, Survivors of retirees. Filing an amended tax return for 2013 Investment in the contract, determination of, Cost (Investment in the Contract) Guaranteed payments, Guaranteed payments. Filing an amended tax return for 2013 H Help (see Tax help) Home purchase Loans from qualified plans for, Exception for qualified plan, 403(b) plan, and government plan loans. Filing an amended tax return for 2013 I In-plan Roth rollovers, In-plan Roth rollovers. Filing an amended tax return for 2013 Individual retirement accounts Minimum distributions from, Minimum distributions from an individual account plan. Filing an amended tax return for 2013 Rollovers, Rollovers (see also Rollovers) Interest deduction Denial on loan from plan, Denial of interest deduction. Filing an amended tax return for 2013 J Joint and survivor annuities, Joint and survivor annuities. Filing an amended tax return for 2013 L Loans treated as distributions, Loans Treated as Distributions Local government employees Section 457 plans, Section 457 Deferred Compensation Plans Losses Lump-sum distribution, Losses. Filing an amended tax return for 2013 Lump-sum distributions, Distributions of employer securities. Filing an amended tax return for 2013 , Lump-Sum Distributions, Examples 10-year tax option, 10-Year Tax Option Capital gain treatment, Capital Gain Treatment Defined, Lump-Sum Distributions Election of, Changing your mind. Filing an amended tax return for 2013 Form 4972, Lump-Sum Distributions M Minimum required distributions, Recapture tax for changes in distribution method under equal payment exception. Filing an amended tax return for 2013 Missing children, photographs of, Reminders Multiple annuitants, Multiple annuitants. Filing an amended tax return for 2013 Multiple-lives annuities, Multiple-lives annuity. Filing an amended tax return for 2013 N Net Investment Income Tax, Net investment income tax. Filing an amended tax return for 2013 , Distribution Before Annuity Starting Date From a Nonqualified Plan Net unrealized appreciation (NUA), Net unrealized appreciation (NUA). Filing an amended tax return for 2013 Deferring tax on, Distributions of employer securities. Filing an amended tax return for 2013 Nonperiodic payments Loan treated as, Loans Treated as Distributions Taxation of, Taxation of Nonperiodic Payments Nonqualified plans Distribution before annuity start date, Distribution Before Annuity Starting Date From a Nonqualified Plan General Rule to be used, Who must use the General Rule. Filing an amended tax return for 2013 Loans treated as distributions from, Effect on investment in the contract. Filing an amended tax return for 2013 Nonresident aliens Railroad retirement, Nonresident aliens. Filing an amended tax return for 2013 P Partial rollovers, Partial rollovers. Filing an amended tax return for 2013 Partly taxable payments, Partly Taxable Payments Penalty taxes Early distributions, Tax on Early Distributions Excess accumulation, Tax on Excess Accumulation Pensions Defined, Pension. Filing an amended tax return for 2013 Disability pensions, Disability pensions. Filing an amended tax return for 2013 , Disability Pensions Types of, Types of pensions and annuities. Filing an amended tax return for 2013 Periodic payments Taxation of, Taxation of Periodic Payments Withholding tax, Periodic payments. Filing an amended tax return for 2013 Public safety officers insurance premiums, Insurance Premiums for Retired Public Safety Officers Public school employees Tax-sheltered annuity plans for (see 403(b) plans) Publications (see Tax help) Q Qualified domestic relations orders (QDROs), Qualified domestic relations order (QDRO). Filing an amended tax return for 2013 , Qualified domestic relations order (QDRO). Filing an amended tax return for 2013 Alternate payee under and lump-sum distribution, Alternate payee under qualified domestic relations order. Filing an amended tax return for 2013 Qualified employee annuities Defined, Qualified employee annuity. Filing an amended tax return for 2013 Simplified Method to be used, Who must use the Simplified Method. Filing an amended tax return for 2013 Qualified employee plans Defined, Qualified employee plan. Filing an amended tax return for 2013 Simplified Method to be used, Who must use the Simplified Method. Filing an amended tax return for 2013 Qualified plans, Who must use the General Rule. Filing an amended tax return for 2013 (see also specific type of plan ) Distribution before annuity starting date, Distribution Before Annuity Starting Date From a Qualified Plan General Rule, Who must use the General Rule. Filing an amended tax return for 2013 Loans from, without tax consequences, Exception for qualified plan, 403(b) plan, and government plan loans. Filing an amended tax return for 2013 Rollovers, Qualified retirement plan. Filing an amended tax return for 2013 Qualified settlement income Exxon Valdez litigation settlement, Qualified settlement income. Filing an amended tax return for 2013 R Railroad retirement benefits, Railroad Retirement Benefits, Repayment of benefits received in an earlier year. Filing an amended tax return for 2013 Taxability of, Withholding Tax and Estimated Tax Recapture tax Changes in distribution method, Recapture tax for changes in distribution method under equal payment exception. Filing an amended tax return for 2013 Reemployment, Reemployment. Filing an amended tax return for 2013 Related employers and related plans, Related employers and related plans. Filing an amended tax return for 2013 Repayment of loan within 5 years, Exception for qualified plan, 403(b) plan, and government plan loans. Filing an amended tax return for 2013 Required beginning date, Required beginning date. Filing an amended tax return for 2013 Required distributions, minimum, Recapture tax for changes in distribution method under equal payment exception. Filing an amended tax return for 2013 Retirement bonds, Retirement bonds. Filing an amended tax return for 2013 Rollovers, Rollovers, Choosing the right option. Filing an amended tax return for 2013 20% tax rate on distribution, Eligible rollover distribution. Filing an amended tax return for 2013 Comparison of direct payment vs. Filing an amended tax return for 2013 direct rollover (Table 1), Choosing the right option. Filing an amended tax return for 2013 Direct rollover to another qualified plan, Eligible rollover distribution. Filing an amended tax return for 2013 , Direct rollover option. Filing an amended tax return for 2013 In-plan Roth, In-plan Roth rollovers. Filing an amended tax return for 2013 Nonspouse beneficiary, Rollovers by nonspouse beneficiary. Filing an amended tax return for 2013 Nontaxable amounts, Rollover of nontaxable amounts. Filing an amended tax return for 2013 Notice to recipients of eligible rollover distribution, Written explanation to recipients. Filing an amended tax return for 2013 Property and cash distributed, Property and cash distributed. Filing an amended tax return for 2013 Roth IRAs, Rollovers to Roth IRAs. Filing an amended tax return for 2013 Substitution of other property, Rollovers of property. Filing an amended tax return for 2013 Surviving spouse making, Rollover by surviving spouse. Filing an amended tax return for 2013 S Section 457 deferred compensation plans, Section 457 Deferred Compensation Plans Securities of employer, distributions of, Distributions of employer securities. Filing an amended tax return for 2013 Self-employed persons' rollovers, Rollovers Simplified Method, Partly Taxable Payments, Simplified Method Death of retiree under, Survivors of retirees. Filing an amended tax return for 2013 How to use, How to use the Simplified Method. Filing an amended tax return for 2013 Investment in the contract, determination of, Cost (Investment in the Contract) Not allowed, Who cannot use the Simplified Method. Filing an amended tax return for 2013 Single-sum in connection with start of payments, Single-sum in connection with the start of annuity payments. Filing an amended tax return for 2013 Single-life annuities, Annuities for a single life. Filing an amended tax return for 2013 , Single-life annuity. Filing an amended tax return for 2013 Social security, tax on, Withholding Tax and Estimated Tax State employees Section 457 plans, Section 457 Deferred Compensation Plans State insurer delinquency proceedings, State insurer delinquency proceedings. Filing an amended tax return for 2013 Surviving spouse Distribution rules for, Distributions after the employee's death. Filing an amended tax return for 2013 Rollovers by, Rollover by surviving spouse. Filing an amended tax return for 2013 T Tables Comparison of direct payment vs. Filing an amended tax return for 2013 direct rollover (Table 1), Choosing the right option. Filing an amended tax return for 2013 Tax help, How To Get Tax Help Tax-free exchanges, Tax-free exchange. Filing an amended tax return for 2013 Ten percent tax for early withdrawal, Payment to you option. Filing an amended tax return for 2013 , Tax on Early Distributions Ten-year tax option, 10-Year Tax Option Time for making rollover, Time for making rollover. Filing an amended tax return for 2013 Transfers of annuity contracts, Transfers of Annuity Contracts TTY/TDD information, How To Get Tax Help U U. Filing an amended tax return for 2013 S. Filing an amended tax return for 2013 savings bonds Distribution of, Distribution of U. Filing an amended tax return for 2013 S. Filing an amended tax return for 2013 savings bonds. Filing an amended tax return for 2013 V Variable annuities, Variable annuities. Filing an amended tax return for 2013 , Variable Annuities Voluntary employee contributions, Deductible voluntary employee contributions. Filing an amended tax return for 2013 W Withdrawals, Withdrawals. Filing an amended tax return for 2013 Employees withdrawing contributions, Plans that permitted withdrawal of employee contributions. Filing an amended tax return for 2013 Withholding, Withholding Tax and Estimated Tax 10% rate used, Nonperiodic distributions. Filing an amended tax return for 2013 20% of eligible rollover, Withholding requirements. Filing an amended tax return for 2013 , Payment to you option. Filing an amended tax return for 2013 , 20% Mandatory withholding. Filing an amended tax return for 2013 Periodic payments, Periodic payments. Filing an amended tax return for 2013 Railroad retirement, Tax withholding. Filing an amended tax return for 2013 Worksheets Simplified Method, How to use the Simplified Method. Filing an amended tax return for 2013 Worksheet A, illustrated, Worksheet A. Filing an amended tax return for 2013 Simplified Method Worksheet for Bill Smith Worksheet A, Simplified Method, Worksheet A. Filing an amended tax return for 2013 Simplified Method Prev  Up     Home   More Online Publications