RDGS2020
New Member

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?