Re1099-R for a company pension plan, not an IRA, just pension plan payments. Box 1 has gross distr amt, box 2a taxable amount blank, box 2b tax amt undetermined checked.
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Re1099-R for a company pension plan, not an IRA, just pension plan payments. Box 1 has gross distr amt, box 2a taxable amount blank, box 2b tax amt undetermined checked.
Instructions for choosing taxable amount simplified method or general rule do not address a simple pension plan. Unclear on how to proceed.
posted
January 26, 20257:01 AM
last updated
January 26, 20257:01 AM
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Re1099-R for a company pension plan, not an IRA, just pension plan payments. Box 1 has gross distr amt, box 2a taxable amount blank, box 2b tax amt undetermined checked.