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Tax Guides, Forms, and eFiling

The following federal tax forms are provided for download in .pdf format. For more tax forms, instructions, and information, visit the Forms and Publications of the Internal Revenue Service Web site.

Please note that clicking on following links means you will be leaving this Web site and you assume total responsibility and risk for your use of the site(s) you are visiting. This information being provided is strictly as a courtesy. The following links will open an external site in a new browser.


Mutual Funds - Investments

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Links for Tax Professionals

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En Español

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How to Get Tax Help on the Internet
You can access the IRS web site 24 hours a day, 7 days a week at to:

  • E-file. Access commercial tax preparation and e-file services available for free to eligible taxpayers.
  • Check the status of your 2008 refund. Click on Where's My Refund and then on Go Get My Refund Status. Be sure to wait at least 6 weeks from the date you filed your return (3 weeks if you filed electronically) and have your 2008 tax return available because you will need to know your filing status and the exact whole dollar amount of your refund.
  • Download forms, instructions, and publications.
  • Order IRS products on-line.
  • See answers to frequently asked tax questions.
  • Search publications on-line by topic or keyword.
  • Figure your withholding allowances using our Form W-4 calculator.
  • Send us comments or request help by e-mail.
  • Sign up to receive local and national tax news by e-mail.
  • Get information on starting and operating a small business.
  • You can also reach us using File Transfer Protocol at
  • Last Minute Filing – Need an Extension – or Just Last-Minute Tips?
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Qualified Retirement Plans and IRAs
The rules in this publication do not apply to mutual fund shares held in individual retirement arrangements (IRAs), section 401(k) plans, and other qualified retirement plans. The value of the mutual fund shares and earnings allocated to you are included in your retirement plan assets and stay tax free generally until the plan distributes them to you. The tax rules that apply to retirement plan distributions are explained in the following publications:

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Tax Worksheets

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Consult an Agent:
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New York Life Insurance and Annuity Company does not provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.

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Tax Guides, Forms, and eFiling

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