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How to prepare Form 1040A or 1040 Schedule R
About Form 1040A or 1040 Schedule R
Enter as a positive number the amount on line 3a of your federal income tax return. _____ 3. Enter as a positive number the amount on line 3b of your federal income tax return. Note: Incomplete entries are shown as negative numbers on your federal income tax return, unless you made a valid election to make them positive. _____ 4. Enter the amount from line 4a of your federal income tax return. Enter the total of the value of the employee's retirement benefits under part II of title XVIII of the Social Security Act (section 1431) that is excluded from tax. Enter the amount below the line on Form 1040, line 15a. If your retirement benefits are paid under part III of title XVIII of the Social Security Act, enter the total of the value of the employee's retirement benefits under part III of title XVIII of the Social Security Act (section 1431). Enter the amount below the line on Form 1040, line 15b. If you paid retirement benefits during 2017, enter the total of the value of the employee's retirement benefits under part III of title XVIII of the Social Security Act. Enter the amount below the line on Form 1040, line 15c.
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