This is archived information that pertains only to the 2004 Tax Year. If you are looking for information for the current tax year, go to the Tax Prep Help Area.
5.1 Pensions and Annuities: General
This is the first year that I received retirement benefits. Are
any of my benefits taxable?
If you receive retirement benefits in the form of pension or annuity payments,
the amounts you receive may be fully taxable, or partly taxable in the year
received. Refer to Tax Topic 410, Pensions and Annuities, for
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