Retirement tax questions

You are required to use the simplified method of calculating the taxable portion of your annuity distributions if your distribution start date was after November 18, 1996.

After you enter your Form 1099-R, you will be asked if you need help determining how much of the distribution is taxable, to which you need to indicate that you need help figuring that out:

Then, you will be asked to enter annuity information such as start date, plan cost (your after tax investment), and number of months you received distributions in 2023:

You be asked to enter your age on the annuity start date, and you will be informed that TurboTax calculated your taxable distribution amount by using the simplified method: