Worksheet 16b 2026

1. Click ‘Get Form’ to open worksheet 16b in the editor.
2. Begin by entering the total pension or annuity payments from Form 1099-R, box 1, into line 1. This amount will also be reflected on Form 1040, line 16a.
3. Next, subtract the amount from line 8 (if applicable) from line 1 to determine the taxable amount. Enter this result on line 9 and also on Form 1040, line 16b.
4. If you completed this worksheet last year, skip line 3 and enter the amount from line 4 of last year’s worksheet on line 4. Otherwise, refer to Table 1 or Table 2 to find the appropriate number for your situation and enter it on line 3.
5. Continue by dividing the cost in the plan at the annuity starting date (line 2) by the number you entered on line 3. Enter this result on line 4.
6. Multiply the result from line 4 by the number of months for which payments were made this year and enter it on line 5.
7. Complete lines as instructed, ensuring all calculations are accurate before finalizing your entries.

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