dmertz
Level 15

Retirement tax questions

Your taxable amount is to be calculated using the Simplified Method using your proportionate share of the Plan Cost (your after-tax investment in the plan).  To reach the area in TurboTax where TurboTax offers the opportunity to select the Simplified Method, indicate that you received "regular" (periodic) distributions and that you need to calculate the taxable amount (or that a different amount was used in a prior year).