ErnieS0
Expert Alumni

State tax filing

The expected return on the contract is the amount a plan participant is likely to receive over many years. 

 

If life expectancy is a factor under your plan, you must use federal actuarial tables to calculate the expected return. The federal actuarial tables are contained in Internal Revenue Service Publication 939, General Rule for Pensions and Annuities.

 

If life expectancy is not a factor under your plan, the expected return is found by totaling the amounts to be received.

 

Learn more at GIT-1 - Pensions and Annuities.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"