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March 20, 2024
Question

How do I calculate simplified taxable amount of an annuity

  • March 20, 2024
  • 1 reply
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I am the annuitant its my former husband pension

1 reply

Employee
March 20, 2024

Here is a link to the Simplified Method Worksheet for pensions and annuities from the IRS. More information can be found in IRS pub 575.


 

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