For qualified retirement plans with a start date after July 1, 1986 and before Nov. 19, 1996, the taxpayer could have chosen to use either the simplified method or the general rule for determining the ...

I began receiving Railroad Retirement benefits in 2012. I understand that I can exclude part of my Tier 2 benefits from tax by using "Worksheet A, Simplified Method" in Publication 575. But am I ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Lea Uradu, J.D., is a Maryland state registered tax preparer, state-certified notary public, ...