Fill - Free fillable Form 2017: 502R RETIREMENT INCOME ATTACH TO YOUR (Comptroller of Maryland) PDF form

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MARYLAND

FORM

502R

2017

RETIREMENT INCOME

ATTACH TO YOUR FORM 502

COM/RAD-020

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.

Part 7 If you claimed the Retired Law Enforcement Ofcer or Fire, Rescue, or

Emergency Services Personnel pension exclusion (from code letter rr on

Form 502SU), complete Part 7 using information from Worksheet 13E of

the Maryland Resident Income Tax Return Instructions.

12.RetiredLawEnforcementOfcerorFire,Rescue,orEmergencyServicesPersonnel

pensionexclusion(fromline8ofWorksheet13E) ...........................12a.

YourFirstName Initial YourLastName YourSocialSecurityNumber

Spouse'sFirstName Initial Spouse'sLastName Spouse'sSocialSecurityNumber

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.

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

1b.

2b.

3b.

4b.

5b.

6b.

7b.

9b.

10b.

11b.

12b.

Source description:

Amount included in Federal Adjusted Gross Income

You Spouse

.00.00

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.

Part 1

MARYLAND

FORM

502R

2017

RETIREMENT INCOME

ATTACHTOYOURFORM502

COM/RAD-020

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2017

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federal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);

3. Claimedapensionexclusiononline10ofMarylandForm502;or

4. ClaimedapensionexclusiononForm502SUcode“rr”.

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

Security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,2017.Ifyouarelinga

jointMarylandreturn,alsoentertheageasofDecember31,

2017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bene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

subtractedusingcodeletteruonMarylandForm502SU.

Part 6: Complete Part 6 if you or your spouse claimed a pension

exclusiononMarylandForm502.Entertheamountsinthe

appropriate 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.

Part 7: Complete Part7ifyouor yourspouse claimed the Retired

Law Enforcement Ofcer or Fire, Rescue, or Emergency

ServicesPersonnelpensionexclusion(fromcodeletterrron

Form502SU).Entertheamountsintheappropriatecolumn

usingtheamountscalculatedforeachspouseonline8ofthe

RETIREDLAWENFORCEMENTOFFICERORFIRE,RESCUE,OR

EMERGENCY SERVICES PERSONNEL PENSION EXCLUSION

COMPUTATIONWORKSHEET(13E)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

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

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

AnIRAconsistingentirelyofcontributionsrolledoverfrom

a dened benet plan

Asimpliedemployeepension(SEP)underSection408(k)

oftheInternalRevenueCode

ARothIRAunderSection408AoftheInternalRevenue

Code

AnineligibledeferredcompensationplanunderSection

457(f)oftheInternalRevenueCode

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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