Annuity information. Annuity Start Date.
should not be completed. Distribution code 3 in Box 7 indicates that this distribution results from disability and the recipient is below the minimum retirement age. The Simplified Method calculation cannot be used as the recipient does not begin recovering any costs until minimum retirement age is reached. Please verify the codes in Box 7 or remove your entries on the Simplified Method Worksheet.
1) there is no distribution code for box 7 on the RRB-1099-R. what is it talking about.
2) how do i get to the simplified Method worksheet?
