@ae_servati
Sorry, but I don't know how the Simplified method proceeds.
Never done it myself. You seemed to say you use the Simplified method in prior years, so I thought you knew.
Yest, the month & year you started getting that CSA-1099-R is the start date.....I think...
@dmertz is FAAAR mor knowledgeable about this process than myself. He may comment if/when he sees this later.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
