- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
@Luckeynay the "simplified method" is part of Turbo Tax. as you asnwer the questions about the 1099-R, once TT realizes there is nothing in box 2a, it will ask you to complete a series of questions so it can complete the Simplified Method.
Again, if Box 9b is zero, it's all taxable.
‎October 25, 2023
1:43 PM