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Www.irs Tax Form 1040ez For 2012

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Www.irs Tax Form 1040ez For 2012

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The Www.irs Tax Form 1040ez For 2012

Www. Www.irs tax form 1040ez for 2012 irs tax form 1040ez for 2012 Publication 575 - Additional Material Table of Contents Worksheet A. Www.irs tax form 1040ez for 2012 Simplified Method 1. Www.irs tax form 1040ez for 2012 Enter the total pension or annuity payments received this year. Www.irs tax form 1040ez for 2012 Also, add this amount to the total for Form 1040, line 16a; Form 1040A, line 12a; or Form 1040NR, line 17a 1. Www.irs tax form 1040ez for 2012   2. Www.irs tax form 1040ez for 2012 Enter your cost in the plan (contract) at the annuity starting date plus any death benefit exclusion. Www.irs tax form 1040ez for 2012 * See Cost (Investment in the Contract) , earlier 2. Www.irs tax form 1040ez for 2012   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). Www.irs tax form 1040ez for 2012 Otherwise, go to line 3. Www.irs tax form 1040ez for 2012   3. Www.irs tax form 1040ez for 2012 Enter the appropriate number from Table 1 below. Www.irs tax form 1040ez for 2012 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. Www.irs tax form 1040ez for 2012 3. Www.irs tax form 1040ez for 2012   4. Www.irs tax form 1040ez for 2012 Divide line 2 by the number on line 3 4. Www.irs tax form 1040ez for 2012   5. Www.irs tax form 1040ez for 2012 Multiply line 4 by the number of months for which this year's payments were made. Www.irs tax form 1040ez for 2012 If your annuity starting date was before 1987, enter this amount on line 8 below and skip lines 6, 7, 10, and 11. Www.irs tax form 1040ez for 2012 Otherwise, go to line 6 5. Www.irs tax form 1040ez for 2012   6. Www.irs tax form 1040ez for 2012 Enter any amounts previously recovered tax free in years after 1986. Www.irs tax form 1040ez for 2012 This is the amount shown on line 10 of your worksheet for last year 6. Www.irs tax form 1040ez for 2012   7. Www.irs tax form 1040ez for 2012 Subtract line 6 from line 2 7. Www.irs tax form 1040ez for 2012   8. Www.irs tax form 1040ez for 2012 Enter the smaller of line 5 or line 7 8. Www.irs tax form 1040ez for 2012   9. Www.irs tax form 1040ez for 2012 Taxable amount for year. Www.irs tax form 1040ez for 2012 Subtract line 8 from line 1. Www.irs tax form 1040ez for 2012 Enter the result, but not less than zero. Www.irs tax form 1040ez for 2012 Also, add this amount to the total for Form 1040, line 16b; Form 1040A, line 12b; or Form 1040NR, line 17b. Www.irs tax form 1040ez for 2012  Note: If your Form 1099-R shows a larger taxable amount, use the amount figured on this line instead. Www.irs tax form 1040ez for 2012 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. Www.irs tax form 1040ez for 2012   10. Www.irs tax form 1040ez for 2012 Was your annuity starting date before 1987? □ Yes. Www.irs tax form 1040ez for 2012 STOP. Www.irs tax form 1040ez for 2012 Do not complete the rest of this worksheet. Www.irs tax form 1040ez for 2012  □ No. Www.irs tax form 1040ez for 2012 Add lines 6 and 8. Www.irs tax form 1040ez for 2012 This is the amount you have recovered tax free through 2013. Www.irs tax form 1040ez for 2012 You will need this number if you need to fill out this worksheet next year 10. Www.irs tax form 1040ez for 2012   11. Www.irs tax form 1040ez for 2012 Balance of cost to be recovered. Www.irs tax form 1040ez for 2012 Subtract line 10 from line 2. Www.irs tax form 1040ez for 2012 If zero, you will not have to complete this worksheet next year. Www.irs tax form 1040ez for 2012 The payments you receive next year will generally be fully taxable 11. Www.irs tax form 1040ez for 2012   * A death benefit exclusion (up to $5,000) applied to certain benefits received by employees who died before August 21, 1996. Www.irs tax form 1040ez for 2012 Table 1 for Line 3 Above   IF the age at  annuity starting date was . Www.irs tax form 1040ez for 2012 . Www.irs tax form 1040ez for 2012 . Www.irs tax form 1040ez for 2012         AND your annuity starting date was—     BEFORE November 19, 1996,  enter on line 3 . Www.irs tax form 1040ez for 2012 . Www.irs tax form 1040ez for 2012 . Www.irs tax form 1040ez for 2012 AFTER November 18, 1996,  enter on line 3 . Www.irs tax form 1040ez for 2012 . Www.irs tax form 1040ez for 2012 . Www.irs tax form 1040ez for 2012   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 . Www.irs tax form 1040ez for 2012 . Www.irs tax form 1040ez for 2012 . Www.irs tax form 1040ez for 2012   THEN enter on line 3 . Www.irs tax form 1040ez for 2012 . Www.irs tax form 1040ez for 2012 . Www.irs tax form 1040ez for 2012         110 or under   410         111-120   360         121-130   310         131-140   260         141 or over   210       Prev  Up  Next   Home   More Online Publications