Fillable Form 2016: 502R RETIREMENT INCOME ATTACH TO YOUR (Comptroller of Maryland)

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Form 2016: 502R RETIREMENT INCOME ATTACH TO YOUR (Comptroller of Maryland)

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MARYLAND
FORM
502R
2016
RETIREMENT INCOME
ATTACH TO YOUR FORM 502
COM/RAD-026
Part 5
9. TotalbenetsyoureceivedfromSocialSecurityand/orRailroadRetirement,TierI
andTierII
(SeeInstructionsforPart5) .....................................
9a.
10.AmountofmilitaryretirementincomesubtractedonMarylandForm502
(fromcodeletteruonForm502SU) ................................... 10a.
Part 6
If you claimed a Pension Exclusion on line 10 of Maryland Form 502, complete Part 6 using
information from Worksheet 13A of the Maryland Resident Income Tax Return Instructions.
11.PensionExclusion(fromline5ofWorksheet13A) .......................... 11a.
YourSocialSecurityNumber Spouse'sSocialSecurityNumber
YourFirstName Initial
YourLastName
Spouse'sFirstName Initial
Spouse'sLastName
YourAge Spouse'sAge
Part 4
Retirement and Pension Benets: Determineyoursourceofretirementincomeandinputtherequiredinformationintheappropriateareasbelow.
Source description: Amount included in Federal Adjusted Gross Income
You Spouse
Part 2 Part 3
Areyouoryourspousetotally
andpermanentlydisabled?
(CheckifYes):
You Spouse
1. Retirementincomereceivedasapension,annuityorendowmentfroman"employee
retirementsystem"qualiedunderSections401(a),403or457(b)oftheInternal
RevenueCode.(Donotincludeatraditional,RothorSIMPLEindividualretirement
accountorannuity(IRA),asimpliedemployeeplan(SEP),aKeoghplan,anineligible
deferredcompensationplanorforeignretirementincome.) .....................1a.
2. AnIRAunderSection408(excludingSection408(k))oftheInternalRevenueCode.
ExamplesincludeaSIMPLEIRAunderSection408(p)oftheInternalRevenueCode
andatraditionalIRA ................................................2a.
3. AnIRAconsistingentirelyofcontributionsrolledoverfromadened benet plan ......3a.
4. Asimpliedemployeepension(SEP)underSection408(k)oftheInternalRevenueCode ..4a.
5. ARothIRAunderSection408AoftheInternalRevenueCode. ...................5a.
6. AnineligibledeferredcompensationplanunderSection457(f)oftheInternalRevenue
Code ...........................................................6a.
7. Otherretirementincome(forexample,aKeoghPlan,alsoknownasanHR-10),
includingforeignretirementincome. .....................................7a.
8. Total: Add the amounts in the above columns and enter here.(Thislineshouldreect
thetotalamountofpension,IRAandannuitiesreportedasincomeonlines15band16bof
yourfederalForm1040orlines11band12bofyourfederalForm1040A) ......................8.
You Spouse
You Spouse
The Maryland General Assembly enacted House Bill 1148 in the 2016 Session requiring the collection of information
detailing the amount of retirement income reported by an individual and/or their spouse by source.
1b.
2b.
3b.
4b.
5b.
6b.
7b.
9b.
10b.
11b.
Part 1
MARYLAND
FORM
502R
2016
RETIREMENT INCOME
ATTACHTOYOURFORM502
COM/RAD-026
The Maryland General Assembly enacted House Bill 1148 in the
2016 Session requiring the collection of information detailing the
amount of retirement income reported by an individual and/or
their spouse by source.
CompleteForm502Rifyouoryourspousewererequiredtolea2016
Form502AND:
1. Reported income from a pension, annuity or individual retirement
accountorannuity(IRA)onyourfederalincometaxreturn(onlines
15band/or16boffederalForm1040orlines11band/or12boffed-
eralForm1040A);
2. Receivedany incomeduringthetax year (taxable ornon-taxable)
fromSocialSecurityorRailroadRetirement(TierIorTierII);or
3. Claimedapensionexclusiononline10ofMarylandForm502.
NonresidentsarenotrequiredtocompleteandletheForm502R.
MarriedindividualswholedMarylandreturnswithmarriedlingseparate
statusshouldeachcompleteaseparateForm502R.
PRINT OR ENTER ALL INFORMATION USING BLUE OR BLACK INK
Part 1: Enteryourrstname,middleinitial,lastnameandSocialSecu-
ritynumberexactlyasenteredonForm502.Ifyouarelinga
jointMarylandreturn,alsoenterthenameandSocialSecurity
numberofyourspouse.
Part 2: EnteryourageasofDecember31,2016.Ifyouarelingajoint
Marylandreturn,alsoentertheageasofDecember31,2016of
yourspouse.
Part 3: Checkthe appropriate box if youoryour spouse were totally
andpermanentlydisabledonthelastdayofthetaxyear.
Part 4: Complete Part4 if you or your spouse reported income from
apension,annuityorindividualretirementaccountorannuity
(IRA)onyourfederalincometaxreturn(lines15band/or16b
offederalForm1040orlines11band/or12bof federalForm
1040A).Addtheseamountsandenteronline8.Thisamount
mustequalthesumoftheretirementincomereportedonyour
federalreturn(line15bplusline16bofForm1040,orline11b
plusline12bofForm1040A).
DONOTincludeanybenetsreceivedfromSocialSecurityand/
orRailroadRetirement,TierIandTierII,inPart4.Thoseben-
etsshouldbeincludedonline9ofPart5.
EXCEPTION:Ifyouretiredondisabilityandreceivedataxable
disability retirement pension or annuity reported to you on
Form1099Randyoureportthetaxableincomeas wageson
line7offederalForm1040untilyoureachminimumretirement
age,includethisamountoftaxableincomeonline1ofPart4.
Part 5: CompletePart5ifyouoryourspousereceivedSocialSecurity
or Railroad Retirement benets (Tier I or Tier II). Enter the
grossamountofthosebenetsreceivedduringthetaxyear(do
notenterthetaxableamountonly)intheappropriatecolumn.
CompletePart5ifyoureceivedmilitaryretirementincomesub-
tractedusingcodeletteruonMarylandForm502SU.
Part 6: CompletePart6ifyouoryourspouseclaimedapensionexclu-
siononMarylandForm502.Entertheamountsintheappropri-
ate column using the amounts calculated for each spouse on
line5ofthePENSIONEXCLUSIONCOMPUTATIONWORKSHEET
(13A)whichcanbefoundintheMarylandResidentIncomeTax
ReturnInstructions.
Pension,prot-sharingorstock
bonusplans-401(a),403or
457(b)
401(k)CashorDeferred
Arrangement
Deferredcompensationplanofa
stateorlocalgovernmentoratax
exemptorganization-457(b)
ThriftSavings
SIMPLE401(k)
SIMPLEIndividualRetirement
Account-408(p)
SIMPLEIndividualRetirement
Annuity-408(b)
TraditionalIndividualRetirement
AccountorAnnuity(IRA)
RolloverIRAconsistingentirely
ofcontributionsfromadened
benetplan
SimpliedEmployeePension-
408(k)
RothIRA-408A
IneligibleDeferredCompensation
Plan457(f)
Keoghretirementplansforself-
employedindividuals(alsoknown
asanHR-10plan)
Foreignretirementincome
Othertaxableretirementplans
1
Retirementincomereceivedasa
pension,annuityorendowment
froman"employeeretirement
system"qualiedunderSections
401(a),403or457(b)ofthe
InternalRevenueCode.(Donot
includeatraditional,RothorSIMPLE
individualretirementaccountor
annuity(IRA),asimpliedemployee
plan(SEP),aKeoghplan,an
ineligibledeferredcompensation
planorforeignretirementincome.)
X X X X X
2
AnIRAunderSection408
(excludingSection408(k))ofthe
InternalRevenueCode.Examples
includeaSIMPLEIRAunderSection
408(p)oftheInternalRevenue
CodeandatraditionalIRA
X X X
3
AnIRAconsistingentirelyof
contributionsrolledoverfroma
dened benet plan
X
4
Asimpliedemployeepension(SEP)
underSection408(k)oftheInternal
RevenueCode
X
5
ARothIRAunderSection408Aof
theInternalRevenueCode
X
6
Anineligibledeferredcompensation
planunderSection457(f)ofthe
InternalRevenueCode
X
7
Othertaxableretirementincome
(forexample,aKeoghPlan,also
knownasanHR-10),including
foreignretirementincome
X X X
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Form 2016: 502R RETIREMENT INCOME ATTACH TO YOUR (Comptroller of Maryland)

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Completed 14 August 2020

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