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Draft of IRS Publication 939: General Rule for Pensions and Annuities (PDF)
Internal Revenue Service [IRS] 
[Official Guidance] Nov. 5, 2025 Rev. Dec. 2025; 86 pages. "This publication gives you the information you need to determine the tax treatment of your pension and annuity income under the General Rule.... The General Rule is one of the two methods used to figure the tax-free part of each annuity payment based on the ratio of your investment in the contract to the total expected return." MORE >> |
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