W8 55
W9 12
WA ~
|
+ 300.00 ^ Wb3
+ W8 - 55 > + 260.00 ^ Wb3
+ W8 - 60 > + 240.00 ^ Wb3
+ W8 - 65 > + 170.00 ^ Wb3
+ W8 - 70 > + 120.00 ^ Wb3
+ WCS2 * 100 / Wb3 * 100 ^ Wb4                   ' LINE 4
+ Wb4 * W9 / 10000 * 100 ^ Wb5
+ 1 ^ TP1                            ' TEST FOR BEFORE 1987
+ WA - X = ^ TP1
+ WRC2 * TP1 ^ Wb6                   ' LINE 6
+ WCS2 - Wb6 * TP1 ^ Wb7             ' LINE 7
+ Wb5 ^ Wb8                          ' LINE 8
+ TP1 > + Wb8 - Wb7 > + Wb7 ^ Wb8
+ WPN2 - Wb8 ^ Wb9                   ' LINE 9
+ Wb9 < ^ Wb9
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S 1. Enter the total pension or annuity received this year.~~~~~~~~~~~~~~~~~~~~~~~
^
S ~~~Also, enter this amount on Form 1040` line 16a...................~1.~
C WPN2
c WPN2
t FZ1 WBO   031 1 Transferred to Form 1040, line 16a.
^
S 2. Enter your cost in the plan at annuity~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
^
S ~~~starting date` plus any death benefit~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
^
S ~~~exclusion...........................................~2.~
C WCS2
c WCS2
S ~~~~~~~~~~~~~
^
S 3. Age at annuity starting date.~~[
Y W8 `0-99
Q Insert age 0 - 99.
S ]~~Enter~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
^
S ~~~~~~~~~~55 and under~~~~~~~~~~~~~~~~~~~300~~~~~!~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
^
S ~~~~~~~~~~56-60~~~~~~~~~~~~~~~~~~~~~~~~~~260~~~~~!~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
^
S ~~~~~~~~~~61-65~~~~~~~~~~~~~~~~~~~~~~~~~~240~~~~~~>~~~~~3.~~~~
4 Wb3
S ~~~~~~~~~~~~~
^
S ~~~~~~~~~~66-70~~~~~~~~~~~~~~~~~~~~~~~~~~170~~~~~!~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
^
S ~~~~~~~~~~71 and older~~~~~~~~~~~~~~~~~~~120~~~~~!~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
^ 
S 4. Divide the amount on line 2 by the number on line 3.~4.~
J Wb4
S ~~~~~~~~~~~~~
^
S 5. Multiply line 4 by the number of months for~~~~~[
Y W9 `0-12
Q Insert number of months 0 - 12.
S ]~~~~~~~~~~~~~~~~~~~~~~~~~
^
S ~~~which this year's payments were made. If~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
^
S ~~~your annuity starting date was before 1987`~~~~~~[
X WA `X`~
Q Check here if annuity starting date was before 1987. Insert 'X' or ' '.
S ]~~~~~~~~~~~~~~~~~~~~~~~~~
^
S ~~~skip lines 6 and 7 and enter this amount on~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
^
S ~~~line 8. Otherwise, go to line 6.....................~5.~
T Wb5
S ~~~~~~~~~~~~~
^
S 6. Enter the amount, if any, recovered tax free~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
^
S ~~~in years after 1986.................................~6.~
T Wb6
c WRC2
S ~~~~~~~~~~~~~
^
S 7. Subtract line 6 from 2..............................~7.~
T Wb7
S ~~~~~~~~~~~~~
^
S 8. Enter the smaller of line 5 or 7....................~8.~
T Wb8
S ~~~~~~~~~~~~~
^
S 9. Taxable amount. Subtract line 8 from 1. Enter the result,~~~~~~~~~~~~~~~~~~~~
^
S ~~~but not less than zero. Also, enter this amount on Form 1040`~~~~~~~~~~~~~~~~
^
S ~~~line 16b. If your Form 1099-R shows a larger amount, use the~~~~~~~~~~~~~~~~~
^
S ~~~amount on this line instead of the amount from Form 1099-R.......~9.~
T Wb9
t FZ1 Z16   031 2 Transferred to Form 1040, line 16b.
^
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