Hi dmertz,
Yes, the Simplified method was used. I have been receiving this pension since 2007 so don't remember if the Taxable amount not determined box was checked on the first 1099 I received. Turbo Tax has been using this since then. I did contribute to this pension plan if that information is needed.
I do have two 1099Rs for 2020 for this pension. State Street payments for Jan - Apr and Northern Trust for the balance of the year so I need to input both.
