I have a question. My mom gets a small federal retirement from the government and chose to not have federal taxes withheld b/c she only gets 5184.00 annually. So I am helping her with her taxes and where turbo tax asked what the taxable amount was I left it blank. Then for the question was the taxable annuity amount used as the taxable amount I put no since the form says unknown- first question is that correct? Then I was asked which method she used to figure the taxable amount of the annuity (even though she didn't) - there are two choices simplified or general rule. According to her circumstances and the definition on turbo tax she would be under simplified. Is this the correct way to do this? Would you recommend her just having the taxes taken out automatically by Opm? thanks!
