I am helping a family member with their taxes, whose husband passed late last year. He always did the taxes. They had them done by H&R Block last year. I have a copy of the return, but it doesn't include the Simplified Worksheet to answer this question.
The "Learn More" box says "If this is not the first year of your pension distribution and you computed part of your distribution in past years as being nontaxable, you must enter an amount here."
This ISN'T the first year, and part of last year's distribution WAS non-taxable, because there's a $104. 16 difference between the Gross and the Taxable amounts. So, the $104.16 is the nontaxable portion, correct? But, the Learn More box just says "you must enter AN amount here." What amount?
