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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:

  • The type of retirement plan the distribution was made from (i.e. qualified retirement plan, nonqualified annuity). You may need to check with your employer or plan administrator.
  • If you have a cost to recover.
  • Whether federal income tax was withheld from the distribution (Form 1099-R).

Estimated Completion Time: 11 minutes. However: 15 minutes of inactivity will end the interview and you will be forced to start over.


Page Last Reviewed or Updated: 28-Oct-2015