For a partially taxable pension or annuity the simplified, Ask an Expert

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For a partially taxable pension or annuity, the Simplified Method: 1) Calculates the taxpayer's initial cost basis. 2) Is used to calculate the tax-free portion of each payment. 3) Requires a different calculation for subsequent events, such as divorce, marriage, or death. 4) May not be used if the plan includes a joint/survivor provision.

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Financial Management, Finance

Category:- Financial Management
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