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Get your taxes done using TurboTax
Thank you for taking time Cynthia for your reply and advice. I really appreciate it.
I really like TurboTax and wonder why the programming for this proper splitting of Wages and Pension/Annuity is not coded into the software since one enters a specific MRA date and the software could do this automatically. I have to think very few people will ever "split" these amounts given the manual nature of this approach, but I really appreciate everyone's advice.
In the spirit of full disclosure, I ended up not splitting the amounts and just reporting it all as Pension/Annuity since the TT software does it that way and I had concerns about a 1099-R mismatch with an IRS checking program if I used two 1099-Rs in case they compare 1099-Rs on an individual basis for some reason. Since the tax liability is the same either way, I just went with the way TT has the software coded.