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Draft of 2025 IRS Publication 575: Pension and Annuity Income (PDF)
Internal Revenue Service [IRS] Link to more items from this source
[Official Guidance]
Sept. 3, 2025

47 pages; Aug. 28, 2025. "Reminders: [1] Distributions to victims of domestic abuse.... [2] Distributions for emergency personal expenses.... [3] Transfers and rollovers of assets and the substantially equal payment method.... [4] The direct payment requirement for certain distributions for payment of health or long-term care insurance repealed."  MORE >>

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