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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 a TaxACT Online return:
  1. Click Jump to Forms and Topics
  2. Expand the Federal Forms view
  3. Expand the Worksheets view
  4. Scroll down and Select Form 1040 Taxable Pensions and Annuities - Simplified Method Worksheet
  5. Click Print at the right side of the screen, and then click on the worksheet name to view and/or print the worksheet
To view this worksheet in a TaxACT Desktop return:
  1. Click on the Forms icon in the toolbar to open the Forms view.
  2. Expand the Federal view
  3. Expand the Worksheets view
  4. Scroll down and double click Form 1040 Taxable Pensions and Annuities - Simplified Method Worksheet and then double click the individual worksheet

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