dmertz - I so appreciate your help. This is the first year I am claiming pension payments. Box 1 and box 2a are the same amount on my 1099-R. It sounds like I n...
The amount in box 2a is correct. I was just following the prompts so I don't know how the Simplified Method came up. This is the first year I have pension incom...
Thank you, but I am still confused. I do have a taxable amount in box 2A on the 1099-R, and box 9b is blank. So what would go in the Simplified Method line 3 - ...
This same thing comes up for me and I don't have an annuity, I have pension payments. I don't know what to put on Simplified Method Line 3. Can you help??