Check if a public safety officer pension
Check if a disability pension
Enter dates as MM/DD/YYYY
Age at annuity start
Annuity start date
Earliest retirement age
(N/A for annuity before 1998)
Combined age for survivor annuity
Check if RRB1099-R)
Total annuity contributions
Annual cost of insurance to exclude
Months received 1st year
Total months to be Excluded
First year Exclusion
Exclusion for Remaining years
Final year Exclusion
Enter taxpayer data in yellow rows, then ...
NOTE: For this tax year only, the disability pension amount should be allocated:
as earned income (Form 1040 line 7)
as pension income (Form 1040 line 16a)
(The exclusion amount only applies to the pension income part of the distribution.)
Federal Section > Income > IRA/Pension Distributions/1099-R or RRB-1099-R:
Entries for tax year
3 Total employee contributions
7 Total Gross Paid
7a Taxable Amount
1 Gross Distribution
2a Taxable Amount
9b Total employee contributions
Simplified General Rule Worksheet
Gross distribution amount (from 1099-R)
Plan cost at annuity start date
Starting date of annuity
Check here if this is a Joint or Survivor Annuity
Death benefit exclusion
Age of recipient at start date
Number of months paid in 20XX
Amounts previously recovered
Public Safety Officer Exclusion
Retirement Age Help
Minimum retirement age is the age at which you first could receive an annuity were you not disabled.
This generally is based on your age and length of service.
If the employer is one of the following, check the appropriate option.
Otherwise, enter directly in the boxes on the main window.
Years of service
Civil Service Retirement System (CSRS)
Federal Employees Retirement System (FERS)
Railroad Retirement Board (RRB)
5 after 1995
1 Service as a law enforcement officer, member of the Capitol or Supreme Court Police, firefighter, nuclear materials courier, or air traffic controller. (Not rescue/ambulance squad or chaplain.)
Federal Section > Income > IRA/Pension Distributions > Nontaxable Distributions:
1099-R Nontaxable Income
Check here to mark this as a Qualified Charitable distribution (QCD) on your return.
Check here to mark this as a qualified health savings account (HSA) funding distribution (HFD) on your return.
Check here if you are an eligible retired public safety officer, and part of your distribution was used to pay the premiums for accident or health insurance, or to pay long-term care
Federal Section > Deductions > Itemized Deductions > Medical and Dental Expenses: