IRS Resources
For tax forms, publications, filing instructions, information about tax law changes, and answers to your tax questions, please visit the Internal Revenue Service Web site. Here are some helpful IRS links to get you started:

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Note: The above information is not intended or written to be used as legal or tax advice. It was written solely to support the sale of annuity products. As a taxpayer, you cannot use it for the purposes of avoiding penalties that may be imposed under the tax laws. You should seek advice on legal or tax questions based on your particular circumstances from an independent attorney or tax advisor.

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403(b) Plan Tax Considerations