Simplified Method Worksheet
The Simplified Method Worksheet in the TaxAct® program shows the calculation of the taxable amount from entries made in the retirement income section.
To view this worksheet in the TaxAct program:
You need to view the worksheet as a print PDF; if you need help, go to our Printing Your Return and Individual Forms FAQ.
- From within your TaxAct return (Desktop), click Forms in the options bar to view Forms Explorer (if it is not already visible).
- Click Federal from the dropdown in Forms Explorer, then click the Worksheets dropdown (if it is not already expanded).
- Scroll down and click Form 1040 Taxable Pensions and Annuities – Simplified Method Worksheet, and it will appear in Forms View.
- If an Unable to open form directly pop-up appears, it will have a list of forms that you still need to enter your data into first.