Yes. Once you enter your 1099-R, it will review your boxes and realize that you need to be asked additional questions about your pension. Your box 1 and 2a should be different numbers or nothing in 2a so the program knows to ask more questions. A number in box 5 also shows the difference between box 1 and box 2a.
Some people are required to use simplified - these are the general rules:
- qualified plan,
- starting date after Nov 18, 1996,
- under age 75 when it began
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