Hello! I am entering my pension information. 1099-R into Turbo Tax. I am stuck on the section where I have entered the information from the form. The whole amount is taxable. There is amount in box 1. Box 2 is blank. Box 7 has code 7. I have been getting regular payments for over 2 years now. These questions never came up in turbo tax previously. I check last year forms. There is nothing referring to simplified and general rule. I don't know how to fill out this info or where to get this information. No one died, no tax free payments, What start date. I didn't have to fill this out before. Why can't the taxable amount just be taxed and keep it moving? I do not know how to complete these questions and are they necessary. Where to get this information from? It is not provided anywhere. Will I need these questions every year? This is just a regular monthly pension.
- Annuity start date
- Plan Cost
- Number of Months payments were received in 2019
- Tax Free amount previously recovered
- Death Benefit Exclusion
