To help you complete your tax return, use the following appendices
that include worksheets, sample forms, and tables.
- Appendix A -- Summary Record of
Traditional IRA(s) for 2000 and Worksheet For Determining
Required Annual Distributions.
- Appendix B -- Worksheets you use if you
receive social security benefits and are subject to the IRA deduction
phaseout rules. A filled-in example is included.
- Worksheet 1, Computation of Modified AGI.
- Worksheet 2, Computation of Traditional IRA
Deduction.
- Worksheet 3, Computation of Taxable Social Security
Benefits.
- Comprehensive Example and completed
worksheets.
- Appendix C -- Filled-in Form 5329,
Additional Taxes Attributable to IRAs, Other Qualified Retirement
Plans, Annuities, Modified Endowment Contracts, and MSAs.
- Appendix D -- Filled-in Forms 8606,
Nondeductible IRAs.
- Appendix E -- Life Expectancy Tables
and the Table for Determining Applicable Divisor for MDIB
(Minimum Distribution Incidental Benefit). These tables are
included to assist you in computing your required minimum distribution
amount if you have not taken all your assets from all your traditional
IRAs before age 70 1/2.
- Appendix F -- IRAs
Contribution/Distribution Quick Reference Chart.
Appendix A
Appendix B
Appendix B (cont)
Appendix B (cont)
Appendix B (cont)
Appendix B (cont)
Appendix B (cont)
Appendix B (cont)
Appendix B (cont)
Appendix B (cont)
Appendix B (cont)
Appendix C. Form 5329, page 1
Appendix C. (Continued) Form 5329, page 1
Appendix D. Form 8606
Appendix D. (Continued) Form 8606
Appendix E (Table I)
Appendix E (Table II)
Appendix E (Table II)
Appendix E (Table II)
Appendix E (Table II)
Appendix E (MDIB)
Appendix F (Quick reference chart)
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