Simplified method worksheet 2026

1. Click ‘Get Form’ to open the simplified method worksheet in the editor.
2. Begin by entering your name(s) as shown on Form 1040 and your Social Security Number at the top of the worksheet.
3. For line 1, input the total pension or annuity payments from Form 1099-R, box 1. This amount will also be entered on Form 1040, line 16a.
4. On line 2, enter your cost in the plan at the annuity starting date. If you completed this worksheet last year, skip line 3 and enter last year's amount on line 4.
5. For line 3, refer to Table 1 or Table 2 based on your annuity starting date and enter the appropriate number.
6. Proceed to divide the amount from line 2 by the number from line 3 for line 4.
7. Multiply the result from line 4 by the number of months for which this year's payments were made for line 5.
8. Complete lines 6 through 10 as instructed, ensuring all calculations are accurate before finalizing your entries.

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