how do I find my simplified Method worksheet?

B81val — Sat, 11 Apr 2026 16:42:31 GMT

Annuity information. Annuity Start Date. should not be completed. Distribution code 3 in Box 7 indicates that this distribution results from disability and the recipient is below the minimum retirement age. The Simplified Method calculation cannot be used as the recipient does not begin recovering any costs until minimum retirement age is reached. Please verify the codes in Box 7 or remove your entries on the Simplified Method Worksheet. 1) there is no distribution code for box 7 on the RRB-1099-R. what is it talking about. 2) how do i get to the simplified Method worksheet?

Re: how do I find my simplified Method worksheet?

ReneV4 — Sun, 12 Apr 2026 21:50:11 GMT

It sounds like this RRB Form 1099-R (Green Form) may have been entered in the Standard Form 1099-R section instead of the RRB 1099-R section. TurboTax is looking for information to match the specific type of form being entered, so let's delete this entry and then re-enter it.

How to delete the 1099-R:

Go to the Income section
Click Review on IRA, 401(k), and pension plan withdrawals
Click on the trash can to the right of your Form 1099-R, which will delete the Form
Note: After deleting, go out of the Income section temporarily before inputting the Form again by clicking the Deductions & credits on the left panel. This helps to refresh the system
Return to the Income section and re-enter your Form RRB 1099-R (Green Form), ensuring you select the RRB 1099-R box, before carefully following all of the prompts
Note: a Blue RRB Form 1099 is not entered in the 1099-R section. That form is entered in the Social Security (SSA-1099, RRB-1099) section

topic how do I find my simplified Method worksheet? in Retirement tax questions

how do I find my simplified Method worksheet?

Re: how do I find my simplified Method worksheet?