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ITA and FAQs for Lesson
Interactive Tax Assistant - Is My Pension or Annuity Payment Taxable?
Tax Topics – Rollovers from Retirement Plans
Tax Topics – Pensions and Annuities
IRS Withholding Estimator
References
Form 1040
Form 1040 Instructions
Form 13614-C, Intake/Interview and Quality Review Sheet
Publication 4012, Volunteer Resource Guide, Income tab
Table A - Examples of Taxable Income
TaxSlayer version of Form 1099-R Pension and Annuity Income
Form 1099-R
Form 1099-R Simplified Method
Publication 17, Part Two, Income
Form 1099-R
Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts
Form W-4P, Withholding Certificate for Pension or Annuity Payments
Form W-4V
Optional
Form W-2
Publication 505
Publication 575
Publication 590-B
Simplified Method Worksheet
