Retirement tax questions


@dconellion wrote:

She started receiving the pension when she was 48 yrs old and is now 71 for the end of the 2019 tax year.

 


"She"must use the same method that was used in prior years.   How was it done in 2018 and previous years?   If the simple method then use the 2018 simplified method worksheet for the needed information.

**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.**