Internal Revenue Service United States Department of the Treasury
Level Basic Advanced Military International

Income — Retirement Income Workout

Taxable Pensions and Annuities

Case Study 2: Fully Taxable Pensions and Annuities

Joe elected a joint/survivor annuity when he retired and started receiving his pension on July 1, 2015. Joe was born March 5, 1950 and his wife, Mary, was born on July 23, 1953. They will compute their combined ages for the Simplified Method.

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Sue.
Pub 4491, Retirement Income Lesson

Pub 4491, Retirement Income Lesson