2. Tax Topics‎ > ‎

Retirement Income

Start with: For counselors, carefully follow Pub 4012, pages 2-17 through 2-20.  When more tax law detail is needed, the Pub 17 is useful.  

Make sure to checkout the Scope for Form 1099R before you proceed.

  1. If single (no survivor annuity) do not fill in Spouse's birthdate.
  2. Once the yellow is filed in ... click the "Click here to Calculate" button (at the bottom).
  3. Click on the "Show TWO input" button to see the input necessary for TaxWise Online input to Form 1099R Simplified Method.
This webpage is loaded with helps for reporting retirement income.  Check out the posts and  attachments below:
  1. The attached "Retirement Income.doc" is a nice written text on retirement income and is a good tutorial on inputting Form 1099-R detail into Tax Wise.
  2. Make sure you always keep current with Pub 4012, Tab 2, pages 17-20 as a great resource for entering Form 1099-Rs.
  3. Additional guidance for CSA/CFA 1099R is a power point further explaining the handling of 1099R from CSA and CSF..
  4. For the Simplified Method for excluding tax payer contributions, check out these posts and attachments:

Only if you think it might be necessary:
Enjoy.
Ĉ
Wayne Culp,
Nov 23, 2011, 11:03 AM
ć
Wayne Culp,
Nov 23, 2011, 11:03 AM
Ĉ
Wayne Culp,
Nov 23, 2011, 11:03 AM
ĉ
Wayne Culp,
Nov 23, 2011, 11:03 AM
Ċ
f1099r.pdf
(206k)
Wayne Culp,
Oct 21, 2013, 6:26 AM
Ċ
i1099r.pdf
(359k)
Wayne Culp,
Oct 21, 2013, 6:26 AM
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