Useful Items Publication 517   Social Security and Other Information for Members of the Clergy and Religious Workers 575   Pension and Annuity Income 590   Individual Retirement Arrangements (IRAs) Form (and Instructions) W-2   Wage and Tax Statement 1099-R   Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. 5330   Return of Excise Taxes Related to Employee Benefit Plans