Appendices

To help you complete your tax return, use the following appendices that include worksheets, sample forms, and tables.

1. Appendix A -- Summary Record of Traditional IRA(s) for 2001 and Worksheet For Determining Required Annual Distributions.
2. Appendix B -- Worksheets you use if you receive social security benefits and are subject to the IRA deduction phaseout rules. A filled-in example is included.
1. Worksheet 1, Computation of Modified AGI.
2. Worksheet 2, Computation of Traditional IRA Deduction.
3. Worksheet 3, Computation of Taxable Social Security Benefits.
4. Comprehensive Example and completed worksheets.
3. Appendix C -- Life Expectancy and Distribution Period Tables. These tables are included to assist you in computing your minimum required distribution amount if you have not taken all your assets from all your traditional IRAs before age 70 1/2.

Appendix A

Appendix B

Appendix B (cont)

Appendix B (cont)

Appendix B (cont)

Appendix B (cont)

Appendix B (cont)

Appendix B (cont)

Appendix B (cont)

Appendix B (cont)

Appendix B (cont)

Appendix C (Table I)

Appendix C (Table II)

Appendix C (Table II)

Appendix C (Table II)

Appendix C (Table II)

Table 1-10. Table For Figuring Your Minimum Required Distribution (MDIB)

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