It is not a CSA-1099R, just a regular 1099-R. I selected Financial Institution or Other Provider.
So I can proceed with answering the following, correct?
- At the screen Annuity information, enter the annuity start date, plan cost, months payments were received and amount recovered in previous years. (This will be $0 if this is the first year that you receive the payment.)
- At the screen Annuity Information, Plan Cost should be in box 9b.
- At the screen Annuity Information, enter the beneficiary ages.
- The taxable amount will be computed by the simplified method.
