Is My Pension or Annuity Payment Taxable?
This application will help you determine if your pension or annuity payment from an employer sponsored retirement plan is taxable. This application does not address Individual Retirement Arrangements (IRAs).
Information You Will Need:
- All income documents
- Federal income tax withheld (Form W2-P or Form1099)
Estimated Completion Time: 11 minutes. However: 5 minutes of inactivity will end the interview and you will be forced to start over.
The following interview covers the same questions you would answer if you called our toll-free tax assistance telephone number or if you came into a Taxpayer Assistance Center.