Okay....I deleted my 1099R from TurboTax and made sure that I checked the box that said CSF 1099R but TurboTax STILL insists on auto filling Box 2a instead of leaving it blank.
Also, I am eligible to continue using the Simplified Method to figure my taxable amount (Box 9b shows $8054.00) because my deceased spouse also used this method but TurboTax will not let me put in the Gross Distribution amount into Box 1 under Simplified Method. Please.....I have spent three days on this and reviewed the last five years of our taxes (all done through TurboTax) and the Simplified Method was used each year. I know that my annuity “starting date” is the day after my husband died and because I am 73, my age factor is 160.
