@willcastle43633 wrote:
...so it appears to me that the answer to the question "if you computed part of your distribution in past years as being nontaxable" is yes, because the 1040 implies that $324 of the total is non-taxable.
The fact that the1040 indicates a non-taxable portion also indicates the Simplified Method was used last year, correct? And if it was, that worksheet isn't included in the paperwork from H&R Block. :(
Not necessarily if the box 2a amount was used and not the simplified method. I cannot help with what H&R Block might have done or how they did it. Perhaps they have the records. In any event to use the simplified method in 2019 you need the 2018 worksheet line 10 amount.
**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.**
