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Retirement tax questions
If the 1099-R was entered in the section for CSR, you would get to a screen that states:
"Describe the Taxable Amount"
select "No, a different amount was taxable"
For "Tell Us the Taxable Amount Method" select "Simplified method"
Enter Annuity Information and Continue
Next screen says "Tell Us About Your Joint Annuity"
select "Yes, this annuity covers more than one person" and Continue
Next screen asks for both ages.
If you did not see these screens,
please return to wages & Income
Retirement Plans and Social Security
IRA, 401(k), Pension Plan Withdrawals (1099-R) START or UPDATE
Select EDIT for Office of Personal Management
Walk through the interview very carefully
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‎April 10, 2024
9:05 AM