Page 58 - Keeping Records for Individuals - Handbook

Special Records – Pension and Annuities

Use the worksheet in your tax

return instructions to figure the
taxable part of your pension or
annuity. Keep a copy of the

17 completed worksheet until you

Pensions and fully recover your
contributions.
Annuities

For information on pensions

and annuities, see Publication
575, Pension and Annuity

Income, or Publication 721,
Tax Guide to U.S. Civil
Service Retirement Benefits.