How much of your Pension & Annuity Income goes on line 4 b (formerly 15 & 16) of IRS 1040 and
thus counts towards MAGI Income for Covered CA subsidies?
IRS Tax Form – Line 4 A 1040
Taxation of Pensions
Note that just about ALL of Social Security Counts for Covered CA Subsidies!
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Just the Count Taxable Portion of your income counts
Excerpt of Covered CA Countable Sources of Income
Pensions, Department of Defense Retirement Board military retirement, endowment contracts paid as annuities and taxable annuities,
Reported on 1099-R Form 1099-R Instructions for Forms 1099-R and 5498 (HTML)
Pension & Annuity Income
Publication 575
Variable Annuities
Section 457 Deferred Compensation Plans
Disability Pensions
Insurance Premiums for Retired Public Safety
Officers
Railroad Retirement Benefits
Withholding Tax and Estimated Tax
Cost (Investment in the Contract)
Fully Taxable Payments
Partly Taxable Payments
Taxation of Nonperiodic Payments
Figuring the Taxable Amount
Loans Treated as Distributions
Transfers of Annuity Contracts
Lump-Sum Distributions
Tax on Early Distributions
Tax on Excess Accumulation
Qualified Disaster Distributions
Taxation of 2016 and 2017 Qualified Disaster Distributions
Repayment of Qualified Disaster Distributions ..
Repayment of 2017 Qualified Distributions for the Purchase or Construction of a Main Home
Loans From Qualified Plans
Information for Eligible Retirement Plans
Our Webpages on How to enroll for a Retirement or Pension Plan
Publication 560, Retirement Plans for Small Business
Basic Taxation of Annuities Video
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IRS Publication 974 Premium Tax Credit
Turbo Tax Video How to Claim Tax Credit
What Is the Premium Tax Credit (PTC)?
Who Must File Form 8962
Who Can Take the PTC
Terms You May Need To Know
Minimum Essential Coverage (MEC)
Individuals Not Lawfully Present in the United States Enrolled in a Qualified Health Plan
Determining the Premium for the Applicable Second Lowest Cost Silver Plan (SLCSP)
Allocating Policy Amounts for Individuals With No One in Their Tax Family
Allocation of Policy Amounts Among Three or More Taxpayers
Alternative Calculation for Year of Marriage
Self-Employed Health Insurance Deduction and PTC ...
Interactive Tax Assistant (ITA)
Am I eligible to claim the Premium Tax Credit?
Tax Estimators
Estimate the Subsidy for Health Insurance, benefits, premiums, etc.
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