First I don't recall this section being so confusing in past years.
CSA 1099R Box 1 gross distribution is different than Box 2a Taxable amount.
Let's go through the sections:
*What did you do with the money from OPM:
Did something else (cash out) checked, because it's for retirement and I didn't return it.
*Periodic payments - yes
*Payment start year - 2012
*For the years I received these distributions, was the "taxable annuity" box the "taxable amount"?
No box 1gross distribution and 2a taxable amount are different.
(WHY didn't they ask if box 1 is different from box 2a ????)
So, following the "simplified" method:
Annuity start date - 2012
Plan cost ??? is this box 9b?
Number of payments received in 2019 -12
Tax free amount previously recovered -??? I think none
Help!
