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The 1040a

1040a Publication 575 - Additional Material Table of Contents Worksheet A. 1040a Simplified Method 1. 1040a Enter the total pension or annuity payments received this year. 1040a Also, add this amount to the total for Form 1040, line 16a; Form 1040A, line 12a; or Form 1040NR, line 17a 1. 1040a   2. 1040a Enter your cost in the plan (contract) at the annuity starting date plus any death benefit exclusion. 1040a * See Cost (Investment in the Contract) , earlier 2. 1040a   Note: If your annuity starting date was before this year and you completed this worksheet last year, skip line 3 and enter the amount from line 4 of last year's worksheet on line 4 below (even if the amount of your pension or annuity has changed). 1040a Otherwise, go to line 3. 1040a   3. 1040a Enter the appropriate number from Table 1 below. 1040a But if your annuity starting date was after 1997 and the payments are for your life and that of your beneficiary, enter the appropriate number from Table 2 below. 1040a 3. 1040a   4. 1040a Divide line 2 by the number on line 3 4. 1040a   5. 1040a Multiply line 4 by the number of months for which this year's payments were made. 1040a If your annuity starting date was before 1987, enter this amount on line 8 below and skip lines 6, 7, 10, and 11. 1040a Otherwise, go to line 6 5. 1040a   6. 1040a Enter any amounts previously recovered tax free in years after 1986. 1040a This is the amount shown on line 10 of your worksheet for last year 6. 1040a   7. 1040a Subtract line 6 from line 2 7. 1040a   8. 1040a Enter the smaller of line 5 or line 7 8. 1040a   9. 1040a Taxable amount for year. 1040a Subtract line 8 from line 1. 1040a Enter the result, but not less than zero. 1040a Also, add this amount to the total for Form 1040, line 16b; Form 1040A, line 12b; or Form 1040NR, line 17b. 1040a  Note: If your Form 1099-R shows a larger taxable amount, use the amount figured on this line instead. 1040a If you are a retired public safety officer, see Insurance Premiums for Retired Public Safety Officers , earlier, before entering an amount on your tax return 9. 1040a   10. 1040a Was your annuity starting date before 1987? □ Yes. 1040a STOP. 1040a Do not complete the rest of this worksheet. 1040a  □ No. 1040a Add lines 6 and 8. 1040a This is the amount you have recovered tax free through 2013. 1040a You will need this number if you need to fill out this worksheet next year 10. 1040a   11. 1040a Balance of cost to be recovered. 1040a Subtract line 10 from line 2. 1040a If zero, you will not have to complete this worksheet next year. 1040a The payments you receive next year will generally be fully taxable 11. 1040a   * A death benefit exclusion (up to $5,000) applied to certain benefits received by employees who died before August 21, 1996. 1040a Table 1 for Line 3 Above   IF the age at  annuity starting date was . 1040a . 1040a . 1040a         AND your annuity starting date was—     BEFORE November 19, 1996,  enter on line 3 . 1040a . 1040a . 1040a AFTER November 18, 1996,  enter on line 3 . 1040a . 1040a . 1040a   55 or under 300 360   56-60 260 310   61-65 240 260   66-70 170 210   71 or over 120 160 Table 2 for Line 3 Above   IF the combined ages at annuity starting date were . 1040a . 1040a . 1040a   THEN enter on line 3 . 1040a . 1040a . 1040a         110 or under   410         111-120   360         121-130   310         131-140   260         141 or over   210       Prev  Up  Next   Home   More Online Publications