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State Income Tax Forms 2013

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State Income Tax Forms 2013

State income tax forms 2013 Publication 575 - Additional Material Table of Contents Worksheet A. State income tax forms 2013 Simplified Method 1. State income tax forms 2013 Enter the total pension or annuity payments received this year. State income tax forms 2013 Also, add this amount to the total for Form 1040, line 16a; Form 1040A, line 12a; or Form 1040NR, line 17a 1. State income tax forms 2013   2. State income tax forms 2013 Enter your cost in the plan (contract) at the annuity starting date plus any death benefit exclusion. State income tax forms 2013 * See Cost (Investment in the Contract) , earlier 2. State income tax forms 2013   Note: If your annuity starting date was before this year and you completed this worksheet last year, skip line 3 and enter the amount from line 4 of last year's worksheet on line 4 below (even if the amount of your pension or annuity has changed). State income tax forms 2013 Otherwise, go to line 3. State income tax forms 2013   3. State income tax forms 2013 Enter the appropriate number from Table 1 below. State income tax forms 2013 But if your annuity starting date was after 1997 and the payments are for your life and that of your beneficiary, enter the appropriate number from Table 2 below. State income tax forms 2013 3. State income tax forms 2013   4. State income tax forms 2013 Divide line 2 by the number on line 3 4. State income tax forms 2013   5. State income tax forms 2013 Multiply line 4 by the number of months for which this year's payments were made. State income tax forms 2013 If your annuity starting date was before 1987, enter this amount on line 8 below and skip lines 6, 7, 10, and 11. State income tax forms 2013 Otherwise, go to line 6 5. State income tax forms 2013   6. State income tax forms 2013 Enter any amounts previously recovered tax free in years after 1986. State income tax forms 2013 This is the amount shown on line 10 of your worksheet for last year 6. State income tax forms 2013   7. State income tax forms 2013 Subtract line 6 from line 2 7. State income tax forms 2013   8. State income tax forms 2013 Enter the smaller of line 5 or line 7 8. State income tax forms 2013   9. State income tax forms 2013 Taxable amount for year. State income tax forms 2013 Subtract line 8 from line 1. State income tax forms 2013 Enter the result, but not less than zero. State income tax forms 2013 Also, add this amount to the total for Form 1040, line 16b; Form 1040A, line 12b; or Form 1040NR, line 17b. State income tax forms 2013  Note: If your Form 1099-R shows a larger taxable amount, use the amount figured on this line instead. State income tax forms 2013 If you are a retired public safety officer, see Insurance Premiums for Retired Public Safety Officers , earlier, before entering an amount on your tax return 9. State income tax forms 2013   10. State income tax forms 2013 Was your annuity starting date before 1987? □ Yes. State income tax forms 2013 STOP. State income tax forms 2013 Do not complete the rest of this worksheet. State income tax forms 2013  □ No. State income tax forms 2013 Add lines 6 and 8. State income tax forms 2013 This is the amount you have recovered tax free through 2013. State income tax forms 2013 You will need this number if you need to fill out this worksheet next year 10. State income tax forms 2013   11. State income tax forms 2013 Balance of cost to be recovered. State income tax forms 2013 Subtract line 10 from line 2. State income tax forms 2013 If zero, you will not have to complete this worksheet next year. State income tax forms 2013 The payments you receive next year will generally be fully taxable 11. State income tax forms 2013   * A death benefit exclusion (up to $5,000) applied to certain benefits received by employees who died before August 21, 1996. State income tax forms 2013 Table 1 for Line 3 Above   IF the age at  annuity starting date was . State income tax forms 2013 . State income tax forms 2013 . State income tax forms 2013         AND your annuity starting date was—     BEFORE November 19, 1996,  enter on line 3 . State income tax forms 2013 . State income tax forms 2013 . State income tax forms 2013 AFTER November 18, 1996,  enter on line 3 . State income tax forms 2013 . State income tax forms 2013 . State income tax forms 2013   55 or under 300 360   56-60 260 310   61-65 240 260   66-70 170 210   71 or over 120 160 Table 2 for Line 3 Above   IF the combined ages at annuity starting date were . State income tax forms 2013 . State income tax forms 2013 . State income tax forms 2013   THEN enter on line 3 . State income tax forms 2013 . State income tax forms 2013 . State income tax forms 2013         110 or under   410         111-120   360         121-130   310         131-140   260         141 or over   210       Prev  Up  Next   Home   More Online Publications
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The State Income Tax Forms 2013

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