Get your taxes done using TurboTax

macuser_22 · ‎April 2, 2019

@Chaspol- You use the box 9b amount in the simplified method calculation to determine the taxable amount for box 2a. That will go on the 1040 form line 4b (taxable amount) and the 1099-R box 1 amount on 1040 line 4a.

(If you print all forms and worksheets [online version], or switch to the forms mode [CD/download version], you can view the bottom part of the 1099-R where the simplified method worksheet is.

Also refer to IRS pub 721 page 6 for more information or ask OPM for help.

\https://www.irs.gov/pub/irs-pdf/p721.pdf

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**