Simplified Method Worksheet—Lines 16a and 16b

Summary: This is the simplified method worksheet. It is used to figure the taxable part of your pension or annuity using the simplified method.
Before you begin: If you are the beneficiary of a deceased employee or former employee who died before August 21, 1996, include any death benefit exclusion that you are entitled to (up to $5,000) in the amount entered on line 2 below.
Note. If you had more than one partially taxable pension or annuity, figure the taxable part of each separately. Enter the total of the taxable parts on Form 1040, line 16b. Enter the total pension or annuity payments received in 2017 on Form 1040, line 16a.
The line items to be completed are:

Table 1 for Line 3 Above

IF the age at annuity starting date wasAND your annuity starting date was before November 19, 1996, enter on line 3AND your annuity starting date was after November 18, 1996, enter on line 3
55 or under300360
71 or older120160

Table 2 for Line 3 Above

IF the combined ages at annuity starting date wereTHEN enter on line 3
110 or under410
141 or older210

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