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

Income — Retirement Income Workout

Workout Resources

Publication 4491 Retirement Income

This lesson will provide links to resource materials and practice to help you identify and report the taxable portion of retirement income received by the taxpayer. Begin this lesson by reviewing the Retirement Income lesson from Publication 4491.

Use your resource materials to apply what you've learned in the Retirement Income lesson:

  • 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
Graphic of hand weights.
Pub 4491, Retirement Income Lesson

Pub 4491, Retirement Income Lesson