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Maryland Free Printable Tax Year 2023 502R Retirement Income for 2024 Maryland Retirement Income Form

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Retirement Income Form
Tax Year 2023 502R Retirement Income

MARYLAND FORM 502R 2023 RETIREMENT INCOME ATTACH TO YOUR FORM 502 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 Your First Name MI Your Last Name Your Social Security Number Spouse's First Name MI Spouse's Last Name Spouse's Social Security Number Part 2 Your Age Spouse's Age Part 3 Are you or your spouse totally and permanently disabled? (Check if Yes): Part 4 You Spouse Retirement and Pension Benefits: Determine your source of retirement income and input the required information in the appropriate areas below. Source description: Amount included in Federal Adjusted Gross Income 1. Retirement income received as a pension, annuity or endowment from an "employee retirement system" qualified under Sections 401(a), 403 or 457(b) of the Internal Revenue Code. Disability retirement pension or annuity included on line 1z of federal form 1040. (Do not include a traditional, Roth, or SIMPLE individual retirement account or annuity (IRA), a rollover IRA, a simplified employee plan (SEP), a Keogh plan, an ineligible deferred compensation plan or foreign retirement income.). . . . . . . . . . . . . . . . . . . . . . . . . . . . 1a. You 00 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. 5. A Roth IRA under Section 408A of the Internal Revenue Code. . . . . . . . . . . . . . . . . . . . 5a. 00 00 00 00 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. 3. An IRA consisting entirely of contributions rolled over from a defined benefit plan. . . . . . 3a. 4. A simplified employee pension (SEP) under Section 408(k) of the Internal Revenue Code. . 4a. 8. Total: Add the amounts in the above columns and enter here. (This line should reflect the total amount of pension, disability pension, IRA and annuities included in income on lines 1z, 4b, and 5b of your federal Form 1040, and line 8t of your federal Schedule 1) Part 5 Spouse 00 1b. 5b. 00 00 00 00 00 6b. 00 00 7b. 00 2b. 3b. 4b. 00 . . . 8. You Spouse 9. Total benefits you received from Social Security and/or Railroad Retirement, Tier I and Tier II (See Instructions for Part 5) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9a. 00 9b. 00 10. Amount of military retirement (from code letter u on Form 502SU) and public safety retirement (from code letter v on Form 502SU) income subtracted on Maryland Form 502. 10a. 00 10b. 00 00 11b. 00 00 12b. 00 Part 6 If you claimed a Pension Exclusion on line 10a 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 Forest/Park/Wildlife Ranger (from line 10b on Form 502), complete Part 7 using information from Worksheet 13E of the Maryland Resident Income Tax Return Instructions. 12. Retired Forest/Park/Wildlife Ranger pension exclusion (from line 8 of Worksheet 13E). . 12a. COM/RAD-020 ATTACH TO YOUR FORM 502 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. (IRA) on your federal income tax return (lines 4b and 5b of federal Form 1040, and line 8t from federal Schedule 1). Add these amounts and enter on line 8. This amount must equal the sum of the retirement income reported on your federal return (lines 4b and 5b of federal Form 1040, and line 8t from federal Schedule 1). Complete Form 502R if you or your spouse were required to file a 2023 Form 502 AND: Complete Part 5 if you received military retirement income subtracted using code letter u on Form 502SU, or public safety retirement income subtracted using code letter v on Form 502SU. PRINT OR ENTER ALL INFORMATION USING BLUE OR BLACK INK Complete Part 4 if you or your spouse reported income from a pension, annuity or individual retirement account or annuity 1 2 Retirement income received as a pension, annuity or endowment from an "employee retirement system" qualified under Sections 401(a), 403 or 457(b) of the Internal Revenue Code. (Do not include a traditional, Roth, rollover, or SIMPLE individual retirement account or annuity (IRA), a simplified employee plan (SEP), a Keogh plan, an ineligible deferred compensation plan or foreign retirement income.) 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 3 An IRA consisting entirely of contributions rolled over from a defined benefit plan 4 A simplified employee pension (SEP) under Section 408(k) of the Internal Revenue Code 5 A Roth IRA under Section 408A of the Internal Revenue Code 6 An ineligible deferred compensation plan under Section 457(f) of the Internal Revenue Code 7 Other taxable retirement income (for example, a Keogh Plan, also known as an HR-10), including foreign retirement income X X X X X X X X Also, see FAQs #2 on page iii Resident Booklet, and Line 10a. Instruction 13 Subtractions from Income. COM/RAD-020 Other taxable retirement plans Part 4: Foreign retirement income Check the appropriate box if you or your spouse were totally and permanently disabled on the last day of the tax year. SIMPLE 401(k) Part 3: Thrift Savings Enter your age as of December 31, 2023. If you are filing a joint Maryland return, also enter the age as of December 31, 2023 of your spouse. Deferred compensation plan of a state or local government or a tax exempt organization - 457(b) Part 2: Part 6: Complete Part 6 if you or your spouse claimed a pension exclusion on 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 Forest/Park/Wildlife Ranger pension exclusion (from line 10b on Form 502). Enter the amounts in the appropriate column using the amounts calculated for each spouse on line 8 of the RETIRED FOREST/PARK/WILDLIFE RANGER PENSION EXCLUSION COMPUTATION WORKSHEET (13E) which can be found in the Maryland Resident Income Tax Return Instructions. 401(k) Cash or Deferred Arrangement Enter your first name, middle initial, last name and Social Security number exactly as entered on Form 502. If you are filing a joint Maryland return, also enter the name and Social Security number of your spouse. Pension, profit-sharing or stock bonus plans - 401(a), 403, 403(b) or 457(b) Part 1: Keogh retirement plans for selfemployed individuals (also known as an HR-10 plan) Note: For additional information regarding qualified plans pension exclusion, see FAQs #2 on page iii Resident Booklet; and Line 10a. Instruction 13 Subtractions from Income; and the below chart as well. Ineligible Deferred Compensation Plan 457(f) Married individuals who filed Maryland returns with married filing separate status should each complete a separate Form 502R. Roth IRA - 408A 4. Claimed a pension exclusion on line 10b of Form 502. Nonresidents are not required to complete and file the Form 502R. Simplified Employee Pension 408(k) 3. Claimed a pension exclusion on line 10a of Form 502; or 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 1 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 benefits (Tier I or Tier II). Enter the gross amount of those benefits received during the tax year (do not enter the taxable amount only) in the appropriate column. Rollover IRA consisting entirely of contributions from a defined benefit plan 2. Received any income during the tax year (taxable or non-taxable) from Social Security or Railroad Retirement (Tier I or Tier II); DO NOT include any benefits received from Social Security and/or Railroad Retirement, Tier I and Tier II, in Part 4. Those benefits should be included on line 9 of Part 5. Traditional Individual Retirement Account or Annuity (IRA) 1. Reported income from a pension, annuity or individual retirement account or annuity (IRA) on your federal income tax return (lines 4b and 5b of federal Form 1040); SIMPLE Individual Retirement Annuity - 408(b) 502R 2023 RETIREMENT INCOME SIMPLE Individual Retirement Account - 408(p) MARYLAND FORM X X X X X X X
Extracted from PDF file 2023-maryland-form-502r.pdf, last modified December 2023

More about the Maryland Form 502R Individual Income Tax TY 2023

Form for reporting retirement income as per enacted House Bill 1148 by the Maryland General Assembly during the 2016 Session.

We last updated the Retirement Income Form in January 2024, so this is the latest version of Form 502R, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form 502R directly from TaxFormFinder. You can print other Maryland tax forms here.


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Other Maryland Individual Income Tax Forms:

TaxFormFinder has an additional 41 Maryland income tax forms that you may need, plus all federal income tax forms.

Form Code Form Name
Form 502 Maryland Resident Income Tax Return
Form 502D Maryland Personal Declaration of Estimated Income Tax (DISCONTINUED)
Form 502R Retirement Income Form
Form PV Tax Payment Voucher, Estimated tax Form, and Extension
Resident Booklet Income Tax Forms & Instructions Booklet

Download all MD tax forms View all 42 Maryland Income Tax Forms


Form Sources:

Maryland usually releases forms for the current tax year between January and April. We last updated Maryland Form 502R from the Comptroller of Maryland in January 2024.

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About the Individual Income Tax

The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.

Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!

Historical Past-Year Versions of Maryland Form 502R

We have a total of three past-year versions of Form 502R in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2023 Form 502R

Tax Year 2023 502R Retirement Income

2022 Form 502R

502R 121322 A

2021 Form 502R

TY-2021-502R


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