Search Help Topics:

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. Sign in to your TaxACT Online return
  2. Click the Forms tab on the right side of the screen
  3. Click View complete Forms list
  4. Expand the Federal Forms folder
  5. Expand the Worksheets view
  6. Scroll down and Select Form 1040/1040NR Taxable Pensions and Annuities - Simplified Method Worksheet
  7. 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 1040/1040NR Taxable Pensions and Annuities - Simplified Method Worksheet and then double click the individual worksheet

Was this helpful to you?