Thanks, ThomasM125. I filed before I received your reply and have just gotten back to this. I did as you suggested...deleted the form and then added it back. WOW!!! This was after updates and things were different! After adding the form back, this annuity was called a retirement account. For the simplified method calculations, none of the information (specifically amount recovered tax free to date) transferred from last year. In addition, on the 1099-R, box 9b (Total Employee Contributions) was also UNKNOWN when that box was filled in in the past and the number doesn't change. I need to look into this. I appreciate your reply and your suggestion. It was eye opening and more than baffling!!
