When you were asked if the distribution was from a Qualified Plan, what was your answer?
If you saw the question Any Periodic Payments, did you answer Yes or No? If you answered Yes, then next question is "Is 2023 the first year you started getting regular payments?" If you answer Yes, then the next screen is titled "Let's Figure Out How Much is Taxable". This screen is concerned with your "basis", i.e., after-tax dollars that are in your pension (these are not taxable when they come back to you). The second option is to specify the taxable amount, which you say that you know (I think this overrides the box 2a amount).
Excuse me, but I think the interview screens have changed somewhat this year.
@dmertz, how does this sound, and what about the pension versus annuity question and the first year question?
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