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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. Sign in to your TaxAct Online return
  2. Click My Return on the right side of the screen
  3. Click Print Center, then click the Custom tab
  4. Click on the checkbox(es) to the left of the item(s) (the top section lists individual forms and schedules)  or  (the bottom section lists documents received or worksheets) which you wish to view or print (you may need to scroll down in the section to locate the item(s))
  5. Click the Print button and then click the PDF link. The item will appear in a PDF read-only format. At that time you can click the printer icon on the screen to actually print, or close the window without printing.

NOTE: If, after you click Print in Step 6 above, and you are directed to the Payment Option screen, you will need to process the product fees prior to printing. 

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

NOTE: If, after you click Print in Step 6 above, and you are directed to the Payment Option screen, you will need to process the product fees prior to printing. 



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