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Retirement tax questions
Your answer to this thread about TurboTax auto filling Box 2a not mattering because the calculation in the Simplified Method used to figure the taxable amount is what is entered on the 1040. I also must use the Simplified Method because my deceased husband used that method since 1997 and Box 9b on my CSF1099R shows the same figure as on his CSR-1099R. He died 02/24/2020 thus his 1099 covers two months and my 1099 covers 10 months. HOWEVER, when I scroll down to fill in the Simplified Method on my form, it will not let me type in the Gross Distribution in Box 1. How can I use the simplified method if I can’t fill in Box 1? TurboTax automatically carried everything over from 2019 for my husband’s Simplified Form.
April 11, 2021
4:47 AM