Simplified Method Worksheet

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 the TaxAct program:

You need to view the worksheet as a print PDF; if you need help, go to our Printing Your Return and Individual Forms FAQ.

  1. From within your TaxAct return (Desktop), click Forms in the options bar to view Forms Explorer (if it is not already visible).
  2. Click Federal from the dropdown in Forms Explorer, then click the Worksheets dropdown (if it is not already expanded).
  3. Scroll down and click Form 1040 Taxable Pensions and Annuities - Simplified Method Worksheet, and it will appear in Forms View.
  4. If an Unable to open form directly pop-up appears, it will have a list of forms that you still need to enter your data into first.