Annuity/Pension Exclusion Calculator
Taxpayer's name
and pension type
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
Annuitant's birthdate
Earliest retirement age Yr, Mo.
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 ...
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 serviceRetirement age
Civil Service Retirement System (CSRS)
Federal Employees Retirement System (FERS)
Railroad Retirement Board (RRB)
5 after 199562
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.)

See table below for other years