Partly Taxable Pensions

Partly Taxable Pensions

Partly taxable pensions to which the employee made after-tax contributions. Once the employee recovers his cost, the pension becomes fully taxable.
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Customers who "X" box 4 at the top of Form 1099-R are reminded that they must complete the Pension Worksheet for Partly Taxable Pensions in order to have the correct taxable amount flow to Form 1040.