Calculating the tax-free portion of your benefit is easy. Answer these questions for your computation. Select "Help" if you need it.

Choose all that apply:

My benefits began before July 2, 1986.
My benefits began between July 2, 1986 and December 31, 1986.
My benefits began January 1, 1987 or later.

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I retired for disability.
I retired for reasons other than disability.

My spouse died before retiring.
My spouse retired for reasons other than disability.
My spouse retired for disability and was not later eligible for a regular retirement.
My spouse retired on disability and was later eligible for a regular retirement.

Read about how the tax-free part of your annuity is determined.

Figure your monthly federal income tax withholding