rjs
Level 15
Level 15

Retirement tax questions

Line B of the Simplified Method Smart Worksheet is your age on the starting date of the pension. Either you didn't enter it when TurboTax asked, or you jumped out of the topic before you got to that question.


The plan cost at annuity starting date is usually in box 9b of the 1099-R, "total employee contributions." If it's not there you will have to ask the company that makes the payments to you.