Thank you. I have done the steps you mentioned. After I select Yes for the age requirement, it goes to the next question, "Do any of these situations apply to you?
I took out this money due to a qualified disaster, This money was from being a public safety officer,
I need to file a substitute 1099-R , None of these apply."
I selected "None of these apply," and hit continue.
Then it shows "We found a few other questions about your situation." I continue.
"Did you get periodic payments from this retirement account with OFFICE OF PERSONNEL MANAGEMENT on a regular basis, such as monthly, quarterly or annually?" Periodic payments
I selected Yes (I receive monthly payments)
The next question is
Did you start getting these payments in 2025?
Select Yes or No
I selected No (I started receiving these in 2023)
Next question
For the years you received these distributions, was the total amount shown in the form the amount you paid tax on? Total amount taxable
I selected No (I put No because in 2023, 2024, and 2025, 1099R Box 2a was UNKNOWN. Also, in 2023 and 2024, Box 4 had an amount each year. In 2025, Box 4 shows NONE).
Am I answering this correctly? If I select yes, there are no further questions; but since I'm answering no, it asks the questions below.
Then the next question was
Which did you use to figure out the taxable amount of this annuity?
Taxable amount method
Simplified method
I assume I'm supposed to click the Simplified method, because I read over the publication.
Then it goes on to ask these questions and for me to enter the information.
OFFICE OF PERSONNEL MANAGEMENT
Number of months payments were received in 2025
Tax-free amount previously recovered
Thank you
