What are new questions\detailed information asked for pension benefits? Never had these before. I'm confused. Don't know how to answer\where to find the information?

[jasmo6]

They are asking for when it started, how much received since it started, etc

[SteamTrain · Accepted solution]

@jasmo6 

Unfortunately, there is a question in the interview that might be misleading for your situation...

If your box 2a has a non-zero number in it..(not blank, nor marked as undetermined), and that number is somewhat lower than the box 1 number, due to an after-tax contribution amount that is noted in box 5...then edit that retirement form again, and when you get to the following page (below), answer it as-if the displayed edits were present  (i.e. you needed to answer YES).  

Answering YES will use the box 2a $$ amount on your for 1040.  Checking lines 5a and 5b on your form 1040, before and after entering that 1099-R, and the 5b amount should be lower than line 5a. 

 (But if you answered No, and already entered some $$ in the "General" or "Simplified" calculation area ,you might need to delete your 1099-R first and re-enter it from scratch...not sure of that though)

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