@tkng0215395turbo wrote:
My monthly pension from state of Ca and social security retirement is my sole income. even tho my 1099-R item 2a is blank my taxable income is my gross?
Not necessary if you had any or your own after tax contributions (basis) in the retirement plan. If you did not then choose that you received periodic payments and box 2a should be used as the taxable amount. If you do have such a basis then answer that a different amount is taxable and it will take you to the simplified method.
If this is not the first year you received the pension then you must use the same method that was used last year.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
