Fillable Form 2017: 502R RETIREMENT INCOME ATTACH TO YOUR (Comptroller of Maryland)

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Form 2017: 502R RETIREMENT INCOME ATTACH TO YOUR (Comptroller of Maryland)

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MARYLAND
FORM
502R
2017
RETIREMENT INCOME
ATTACH TO YOUR FORM 502
COM/RAD-020
Part 5
9. TotalbenetsyoureceivedfromSocialSecurityand/orRailroadRetirement,TierI
andTierII(SeeInstructionsforPart5) ...................................9a.
10.AmountofmilitaryretirementincomesubtractedonMarylandForm502
(fromcodeletteruonForm502SU) ....................................10a.
Part 6 If you claimed a Pension Exclusion on line 10 of Maryland Form 502,
complete Part 6 using information from Worksheet 13A of the Maryland
Resident Income Tax Return Instructions.
11.PensionExclusion(fromline5ofWorksheet13A) .......................... 11a.
Part 7 If you claimed the Retired Law Enforcement Ofcer or Fire, Rescue, or
Emergency Services Personnel pension exclusion (from code letter rr on
Form 502SU), complete Part 7 using information from Worksheet 13E of
the Maryland Resident Income Tax Return Instructions.
12.RetiredLawEnforcementOfcerorFire,Rescue,orEmergencyServicesPersonnel
pensionexclusion(fromline8ofWorksheet13E) ...........................12a.
YourFirstName Initial YourLastName YourSocialSecurityNumber
Spouse'sFirstName Initial Spouse'sLastName Spouse'sSocialSecurityNumber
YourAge Spouse'sAge
Part 4 Retirement and Pension Benets: Determine your source of retirement income and input the required information in the
appropriate areas below.
Part 2
Part 3
Areyouoryourspousetotallyandpermanentlydisabled?(CheckifYes):
You Spouse
1. Retirementincomereceivedasapension,annuityorendowmentfroman"employee
retirementsystem"qualiedunderSections401(a),403or457(b)oftheInternal
RevenueCode.(Donotincludeatraditional,RothorSIMPLEindividualretirement
accountorannuity(IRA),asimpliedemployeeplan(SEP),aKeoghplan,anineligible
deferredcompensationplanorforeignretirementincome.) .....................1a.
2. AnIRAunderSection408(excludingSection408(k))oftheInternalRevenueCode.
ExamplesincludeaSIMPLEIRAunderSection408(p)oftheInternalRevenueCode
andatraditionalIRA ................................................2a.
3. AnIRAconsistingentirelyofcontributionsrolledoverfromadened benet plan ......3a.
4. Asimpliedemployeepension(SEP)underSection408(k)oftheInternalRevenueCode ..4a.
5. ARothIRAunderSection408AoftheInternalRevenueCode. ...................5a.
6. AnineligibledeferredcompensationplanunderSection457(f)oftheInternalRevenue
Code ...........................................................6a.
7. Otherretirementincome(forexample,aKeoghPlan,alsoknownasanHR-10),
includingforeignretirementincome. .....................................7a.
8. Total: Add the amounts in the above columns and enter here.(Thislineshouldreect
thetotalamountofpension,IRAandannuitiesreportedasincomeonlines15band16bof
yourfederalForm1040orlines11band12bofyourfederalForm1040A) ......................8.
You Spouse
1b.
2b.
3b.
4b.
5b.
6b.
7b.
9b.
10b.
11b.
12b.
Source description:
Amount included in Federal Adjusted Gross Income
You Spouse
.00.00
The Maryland General Assembly enacted House Bill 1148 in the 2016 Session requiring the collection of information detailing the
amount of retirement income reported by an individual and/or their spouse by source.
Part 1
MARYLAND
FORM
502R
2017
RETIREMENT INCOME
ATTACHTOYOURFORM502
COM/RAD-020
The Maryland General Assembly enacted House Bill 1148 in the
2016 Session requiring the collection of information detailing
the amount of retirement income reported by an individual
and/or their spouse by source.
CompleteForm502Rifyouoryourspousewererequiredtolea2017
Form502AND:
1. Reportedincomefromapension,annuityorindividualretirement
accountorannuity (IRA) onyourfederalincometaxreturn (on
lines15band/or16boffederalForm1040orlines11band/or12b
offederalForm1040A);
2. Receivedanyincomeduringthetaxyear(taxableornon-taxable)
fromSocialSecurityorRailroadRetirement(TierIorTierII);
3. Claimedapensionexclusiononline10ofMarylandForm502;or
4. ClaimedapensionexclusiononForm502SUcode“rr”.
NonresidentsarenotrequiredtocompleteandletheForm502R.
Married individuals who led Maryland returns with married ling
separatestatusshouldeachcompleteaseparateForm502R.
PRINT OR ENTER ALL INFORMATION USING BLUE OR BLACK
INK
Part 1: Enter your rst name, middle initial, last name and Social
SecuritynumberexactlyasenteredonForm502.Ifyouare
lingajointMarylandreturn,alsoenterthenameandSocial
Securitynumberofyourspouse.
Part 2: EnteryourageasofDecember31,2017.Ifyouarelinga
jointMarylandreturn,alsoentertheageasofDecember31,
2017ofyourspouse.
Part 3: Checktheappropriateboxifyouoryourspouseweretotally
andpermanentlydisabledonthelastdayofthetaxyear.
Part 4: Complete Part 4 if you or your spouse reported income
fromapension,annuityorindividualretirementaccountor
annuity(IRA)on yourfederalincome taxreturn(lines 15b
and/or16boffederalForm1040orlines11band/or12bof
federalForm1040A).Addtheseamountsandenteronline
8.Thisamountmustequalthesumoftheretirementincome
reported on your federal return (line 15b plus line 16b of
Form1040,orline11bplusline12bofForm1040A).
DO NOTincludeanybenets received from Social Security
and/or Railroad Retirement, Tier I and Tier II, in Part 4.
Thosebenetsshouldbeincludedonline9ofPart5.
EXCEPTION:Ifyouretiredondisabilityandreceivedataxable
disabilityretirementpension or annuityreportedtoyou on
Form 1099R and you report the taxable income as wages
on line 7 of federal Form 1040 until you reach minimum
retirement age, include this amount of taxable income on
line1ofPart4.
Part 5: CompletePart5ifyouoryourspousereceivedSocialSecurity
orRailroadRetirementbenets(TierIorTierII).Enterthe
grossamountofthosebenetsreceivedduringthetaxyear
(do not enter the taxable amount only) in the appropriate
column.
CompletePart 5ifyoureceived militaryretirementincome
subtractedusingcodeletteruonMarylandForm502SU.
Part 6: Complete Part 6 if you or your spouse claimed a pension
exclusiononMarylandForm502.Entertheamountsinthe
appropriate column using the amounts calculated for each
spouseonline5ofthePENSIONEXCLUSIONCOMPUTATION
WORKSHEET (13A) which can be found in the Maryland
ResidentIncomeTaxReturnInstructions.
Part 7: Complete Part7ifyouor yourspouse claimed the Retired
Law Enforcement Ofcer or Fire, Rescue, or Emergency
ServicesPersonnelpensionexclusion(fromcodeletterrron
Form502SU).Entertheamountsintheappropriatecolumn
usingtheamountscalculatedforeachspouseonline8ofthe
RETIREDLAWENFORCEMENTOFFICERORFIRE,RESCUE,OR
EMERGENCY SERVICES PERSONNEL PENSION EXCLUSION
COMPUTATIONWORKSHEET(13E)whichcanbefoundinthe
MarylandResidentIncomeTaxReturnInstructions.
Pension,prot-sharingorstock
bonusplans-401(a),403or
457(b)
401(k)CashorDeferred
Arrangement
Deferredcompensationplanofa
stateorlocalgovernmentoratax
exemptorganization-457(b)
ThriftSavings
SIMPLE401(k)
SIMPLEIndividualRetirement
Account-408(p)
SIMPLEIndividualRetirement
Annuity-408(b)
TraditionalIndividualRetirement
AccountorAnnuity(IRA)
RolloverIRAconsistingentirelyof
contributionsfromadenedbenet
plan
SimpliedEmployeePension-
408(k)
RothIRA-408A
IneligibleDeferredCompensation
Plan457(f)
Keoghretirementplansforself-
employedindividuals(alsoknown
asanHR-10plan)
Foreignretirementincome
Othertaxableretirementplans
1
Retirementincomereceivedasapension,annuityor
endowmentfroman"employeeretirementsystem"
qualiedunderSections401(a),403or457(b)ofthe
InternalRevenueCode.(Donotincludeatraditional,
RothorSIMPLEindividualretirementaccountorannuity
(IRA),asimpliedemployeeplan(SEP),aKeoghplan,
anineligibledeferredcompensationplanorforeign
retirementincome.)
X X X X X
2
AnIRAunderSection408(excludingSection408(k))of
theInternalRevenueCode.ExamplesincludeaSIMPLE
IRAunderSection408(p)oftheInternalRevenueCode
andatraditionalIRA
X X X
3
AnIRAconsistingentirelyofcontributionsrolledoverfrom
a dened benet plan
X
4
Asimpliedemployeepension(SEP)underSection408(k)
oftheInternalRevenueCode
X
5
ARothIRAunderSection408AoftheInternalRevenue
Code
X
6
AnineligibledeferredcompensationplanunderSection
457(f)oftheInternalRevenueCode
X
7
Othertaxableretirementincome(forexample,a
KeoghPlan,alsoknownasanHR-10),includingforeign
retirementincome
X X X
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Form 2017: 502R RETIREMENT INCOME ATTACH TO YOUR (Comptroller of Maryland)

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Completed 14 August 2020

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