Annuity/Pension Exclusion Calculator
Taxpayer's name
Check if a public safety officer pension
Enter dates as MM/DD/YYYY Age at annuity start
Annuity start date
Annuitant's birthdate
Spouse's birthdate (N/A for annuity before 1998)
Combined age for survivor annuity Not used
Gross distribution ( Check if RRB1099-R)
Total annuity contributions
Annual cost of insurance to exclude
Months received 1st year
Total months to be Excluded
Monthly Exclusion
First year Exclusion
Exclusion for Remaining years
Final year Exclusion
Enter taxpayer data in yellow rows, then ...