Retirement tax questions

The pension income from Form CSA-1099R uses the Simplified Method for calculating the taxable portion of the amount each year. It's important to answer all of the follow-up questions such as 'Yes' to periodic payments.

1. Payment Start Year
2. Describe the Taxable Amount - No, a different amount was taxable.
3. Tell Us the Taxable Amount Method - Select Simplified Method
4. Enter Annuity Information - Complete all fields 
5. Tell Us About Your Joint Annuity - Select Joint or Single Life Annuity
6. Enter Ages - At the start date, the first payment when your annuity began
7. Select Yes or No 'I am under retirement age for this plan'
8. See the image below once you complete the process

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