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deb-adams
New Member

If my 1099R is for a monthly pension payment and the simplified method work sheet does not apply why does Turbo-Tax not let me file without the information?

My 1099-R is for a monthly pension distribution. Turbo Tax will not allow the 1040 to be electronically filed without the simplified method worksheet filled out - which does not apply.  What can I do?  The box is not marked simplified method, so I don't know how to make it file my taxes.

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1 Best answer

Accepted Solutions
Anita01
New Member

If my 1099R is for a monthly pension payment and the simplified method work sheet does not apply why does Turbo-Tax not let me file without the information?

This problem would only arise if you had some after-tax contributions or said that the taxable amount in Box  2a was not the taxable amount to use.  So, you can go to the 1099-R worksheet by clicking on Forms in the upper right, then clicking on the 1099-R worksheet showing in the list of forms in your return.  Correct your answers to those two questions.  Say yes to the 2a amount even if it was blank.  Then If you see a Simplified Method Worksheet showing in your forms list, delete it by clicking on it to open it, then selecting to delete at the bottom of the screen.

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2 Replies

If my 1099R is for a monthly pension payment and the simplified method work sheet does not apply why does Turbo-Tax not let me file without the information?

If this was the first year of the  payments and you have no after tax contributions then check that box that say you had no after-tax contributions.  If you said that the payments started in a prior year then check - yes the box 2a is the taxable amount.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
Anita01
New Member

If my 1099R is for a monthly pension payment and the simplified method work sheet does not apply why does Turbo-Tax not let me file without the information?

This problem would only arise if you had some after-tax contributions or said that the taxable amount in Box  2a was not the taxable amount to use.  So, you can go to the 1099-R worksheet by clicking on Forms in the upper right, then clicking on the 1099-R worksheet showing in the list of forms in your return.  Correct your answers to those two questions.  Say yes to the 2a amount even if it was blank.  Then If you see a Simplified Method Worksheet showing in your forms list, delete it by clicking on it to open it, then selecting to delete at the bottom of the screen.

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