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CSA-1099-R Simplified Method Worksheet Error in Turbotax
My spouse and I are both USA Civil Service retirees and while I am able to complete the Simplified Method worksheet for myself, Turbotax does not offer that option for my wife's pension. Instead, it only asks, "What did you do with the money from the Office of Personnel Management?" and offers the two options, Moved it to another retirement account or cashed it out? Why is there no option give to complete a Simplified Method Worksheet her retirement pension?
March 23, 2020
12:38 PM