If Molly's pension plan from Retirement Management Services included a provision for survivor
benefits and she named Joel as her beneficiary, the information in which boxes of the "Taxable
Pension Calculation Using the Simplified Method" would have to be updated in order for the
taxable amount of Molly's pension to be calculated correctly? Age at starting date and Number of
months payments were made this year. Amount recd tax free after 1986 and Table 1 or Table 2.
Cost in plan at starting date and Annuity starting date. Table 1 or Table 2 and Age at starting
date. Mark for follow up.
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If Mollys pension plan from Retirement Management Services included.pdf
1. If Molly's pension plan from Retirement Management Services included a provision for survivor
benefits and she named Joel as her beneficiary, the information in which boxes of the "Taxable
Pension Calculation Using the Simplified Method" would have to be updated in order for the
taxable amount of Molly's pension to be calculated correctly? Age at starting date and Number of
months payments were made this year. Amount recd tax free after 1986 and Table 1 or Table 2.
Cost in plan at starting date and Annuity starting date. Table 1 or Table 2 and Age at starting
date. Mark for follow up
