Thanks so much for that prompt reply. Yes, each year since retirement my plan has provided that information in box 2a. So my question is, why is TurboTax asking me how THEY arrived at that figure?? It would seem that if retirees will have to provide that detailed information, then TurboTax would announce that retired customers will need to have that information at their fingertips. Just seems to me that a DIY tax preparer (me) wouldn't be expected to know that.
