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

Income — Retirement Income Workout

Taxable Pensions and Annuities

Skills Warm Up: Taxable Pensions and Annuities

Question 1 of 2

Dotty worked for the local tire plant for 32 years. She retired in June and receives a monthly pension of $1,679. She received six payments for July through December. Dotty never contributed to the pension plan. Her employer made all of the contributions. How much of her pension is taxable?

$12,074
$11,074
$10,074
$1,679


Pub 4491, Retirement Income Lesson
Simplified Method Worksheet
Pub 4012 Form 1099-R

Pub 4491, Retirement Income Lesson

Simplified Method Worksheet

Pub 4012 Form 1099-R