dmertz
Level 15
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Retirement tax questions

The Simplified Method only applies to periodic distributions.  When entering the Form 1099-R that reports the distribution(s) and you indicate that you received "regular" distributions (distributions at regular intervals) and you indicate that the amount in box 2a of the Form 1099-R does not indicate the correct taxable amount, TurboTax will offer the option to use the Simplified Method to determine the taxable amount.

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