tu513exf
New Member

Retirement tax questions

My situation is similar, except that OPM shows "UNKNOWN" in box 2a., probably because my ex-wife is receiving a portion of my total pension.  Turbotax shows that I used the Simplified Method to determine the taxable amount last year (a fixed amount each year less than the gross amout), but when I entered an amount lower than the gross distribution to me (in box 1) in box 2a.,  I happened to notice that my refund amount did not decrease when I entered the lower taxable amount, and the gross amount continued to appear in the summary.  I looked back at last year's return, and it did not reduce the gross amount that year, either.  So how do I get Turbotax to use the taxable amount that is the result of the Simplified Method?  I know what amount should be non-taxable each year, but I can't make that amount recognized.