Form Mo-1040p - Missouri Individual Income Tax Return And Property Tax Credit Claim/pension Exemption - 2014 Page 10
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32Lines 4 and 5 (bottom of page), and
enter those amounts here. If you are not
eligible for the social security or social
security disability exemption, enter a
$0 on Line 8.
PRIVATE PENSION
CALCULATION
l
2 — t
s
InE
AxAblE
oCIAl
s
b
ECuRIty
EnEFIts
Include the taxable 2014 social
security benefits. This information can
be found on:
• Federal Form 1040A—Line 14b
• Federal Form 1040—Line 20b
l
6 — t
P
InE
AxAblE
EnsIon
Include the taxable 2014 pension
received from private sources for each
spouse. This information can be found
on:
• Federal Form 1040A - Lines 11b
and 12b
• Federal Form 1040 - Lines 15b and
16b
Do not include any payments from
public pensions, social security ben-
the taxable social security on Line 4,
year. To determine each spouse’s
efits, or railroad retirement payments
complete the worksheet for Lines 4
portion of the taxable social security
on this line.
and 5.
disability on Line 5, complete work-
sheet for Lines 4 and 5 (below).
SOCIAL SECURITY
l
5 — t
s
InE
AxAblE
oCIAl
Note: A taxpayer filing single, head of
OR SOCIAL SECURITY
s
d
b
ECuRIty
IsAbIlIty
EnEFIts
household, qualifying widow(er), or
DISABILITY
married filing separate may not enter
A disabled individual, receiving social
CALCULATION
amounts on both Line 4, Taxable Social
security disability income (SSDI) for
the entire taxable year should enter on
Security Benefits, and Line 5, Taxable
l
4 — t
s
InE
AxAblE
oCIAl
Line 5, the amount of federal taxable
Social Security Disability Benefits.
s
b
ECuRIty
EnEFIts
benefits, which can be found on:
Report only Social Security Benefits on
Line 4 and Social Security Disability
• Federal Form 1040A— Line 14b
To take the social security exemption,
Benefits on Line 5. However, if you are
• Federal Form 1040—Line 20b
you must be age 62 or older. An
married filing a combined return, one
individual that receives social security
Taxable social security disability bene-
spouse may enter an amount on Line 4
retirement benefits, partial benefits at
fits must be allocated by each spouse’s
and the other spouse may enter an
age 62, full benefits at age 65 or older,
share of the benefits received for the
amount on Line 5.
or a disabled individual receiving
social security disability income
W
l
4
5
oRkshEEt FoR
InEs
And
(SSDI), who reaches full retirement age
1. Total social security - Enter amount from:
1 __________
during the taxable year and receives
• Federal Form 1040A, Line 14a
retirement benefits should include on
• Federal Form 1040, Line 20a
Line 4, the amount of federal taxable
Yourself
Spouse
benefits, which can be found on:
2. Enter each spouse’s portion of the total social security
2Y________ 2S________
• Federal Form 1040A—Line 14b
3. Divide Line 2Y and 2S by Line 1
3Y______%
3S______%
• Federal Form 1040—Line 20b
4. Taxable social security - Enter amount from:
4 __________
Taxable social security benefits must
• Federal Form 1040A, Line 14b
be allocated by each spouse’s share
• Federal Form 1040, Line 20b
of the benefits received for the year.
5. Multiply Line 4 by percentages on 3Y and 3S and enter 5Y________
5S________
To determine each spouse’s portion of
amounts here and on Lines 4 or 5 of page 17 or 21, Section C
10
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