Internal Revenue Service United States Department of the Treasury
Level Basic Advanced Military International

Income — Retirement Income Workout



At the end of this lesson, using your resource materials, you will be able to:

  • Identify how retirement income is reported to the taxpayer using Form 1099-R series
  • Calculate the taxable portion of different types of retirement income
  • Determine how to report retirement income on the tax return
  • Determine when an adjustment to withholding should be made

Estimated time to complete: 45 minutes.