Hello--
I am a 60-year-old retiree who has received a pension since 2016. This year, I have received two different 1099-R forms for some unknown reason. The 2a amounts add up to the total pension I have received every previous year. One form, containing higher share of my income, has a Distribution Code of 7, while the other form has a 2. When I try to list them separately, I get a question about Simplified Method or General Rule, neither of which I have heard of. My wife, who collects a pension from the same institution as me, received one 1099-R form, just like in previous years--only mine is split into two forms.
Some guidance would be appreciated.
