When attempting to use the Simplified Method, I do not see lines 2, 3, 6, 9, and 11 which show how I calculated the Box 2a Taxable Amount. The form from OPM says UNKNOWN in Box 2a. I can calculate the amount in Box 2a offline, but I don't see lines 2, 3, 6, 9, and 11 from IRS Pub 721, Worksheet A to justify the amount I put in Box 2a. How do I get these lines to appear? Thanks.
To determine the taxable amount under the simplified method, follow these steps:
After you enter your 1099-R, as you proceed with the screens,
If your annuity start date is after November 18, 1996, you must use the Simplified Method for annuity payments from a qualified plan.