Annuity/Pension Exclusion Calculator
(version 6e, 11/4/2014)
Taxpayer's name
Enter dates as MM/DD/YYYY     Age at annuity start    
Annuity start date
Taxpayer's birthdate
Spouse's birthdate Not used
Combined age for survivor annuity May not be used in calculations Not used
Total annuity contributions
Months received 1st year
Total months to be Excluded
Monthly Exclusion
First year Exclusion
Exclusion for Remaining years
Final year Exclusion
Enter taxpayer data in yellow boxes, then ...