Retirement tax questions

With a blank box 2a and a 9b amount you are required to use the simplified method to determine the taxable amount.   If this is not the first year to receive the pension, use the 2017 tax return CSA 1099-R simplifies method worksheet as a guide.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

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