Publication 915 - Social Security And Equivalent Railroad Retirement Benefits - Internal Revenue Service - 2001 Page 17
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28Worksheet 3. Figure Your Additional Taxable Benefits (From a Lump-Sum Payment
for a Year Before 1994)
Enter earlier year
Enter the total amount from box 5 of ALL your Forms SSA–1099 and RRB–1099 for
1.
the earlier year, plus the lump-sum payment for the earlier year received after that
year
1.
Note: If line 1 is zero or less, skip lines 2 through 13 and enter -0- on line 14.
Otherwise, go on to line 2.
2.
Enter one-half of line 1
2.
3.
Enter the adjusted gross income reported on your return for the earlier year
3.
4.
Enter the total of any exclusions/adjustments you claimed in the earlier year for qualified
U.S. savings bond interest (Form 8815), foreign earned income or housing (Form 2555
or Form 2555–EZ), and certain income of bona fide residents of American Samoa (Form
4563) or Puerto Rico
4.
Enter any tax-exempt interest received in the earlier year
5.
5.
6.
Add lines 2, 3, 4, and 5
6.
7.
Enter the taxable benefits reported on your return for the earlier year
7.
8.
Subtract line 7 from line 6
8.
9.
Enter $25,000 ($32,000 if married filing jointly for the earlier year; $0 if married filing
separately for the earlier year and you lived with your spouse at any time during the
year)
9.
Subtract line 9 from line 8, if zero or less, enter -0-
10.
10.
Note: If line 10 is zero or less, skip lines 11 through 13 and enter -0- on line 14.
Otherwise, go on to line 11.
Enter one-half of line 10
11.
11.
Refigured taxable benefits. Enter the smaller of line 2 or line 11
12.
12.
Enter taxable benefits reported on your return for the earlier year (or as refigured due
13.
to a previous lump-sum payment for the year)
13.
14.
Additional taxable benefits. Subtract line 13 from line 12. Also enter this amount on
line 19 of Worksheet 4
14.
Note: Do not file an amended retur n for this earlier year. Complete a separate Worksheet 2 or Worksheet 3
for each earlier year for which you received a lump-sum payment in 2001.
Page 17
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