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Retirement tax questions
It's says CSF-1099-R in one place and 1099-R in another. It's a Statement of Survivor Annuity Paid that my Mom received each month from my Dad's pension at the OPM. If I leave 2a blank, it automatically populates it with what's in box 1. I don't get asked about simplified or general at the end. This is because I answer yes to the question "For the years you received this distribution, was the total amount shown on the form the amount you paid tax on?" This is an assumption because my Mom has passed and I'm preparing her final return. I hope it's a reasonable one because I cannot answer the questions that the simplified page asks me.
‎June 3, 2019
1:55 PM