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Retirement tax questions
No, it is not correct to say that $0 is taxable just because the box is checked below saying the taxable amount it not determined. More than likely the whole amount is taxable.
Yes, she would use the Simplified Method for her 1099-R.
Only if she owes taxes. If this is her only income is from this pension she does not need to file a tax return because her income is less than the Standard Deduction of $13,500 for 2019.
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February 17, 2020
10:36 AM