I do mine in Turbo Tax every year. Just follow the instructions and put the numbers in where they belong. Pretty easy really.
From: TSPStrategy@groups.io <TSPStrategy@groups.io> on behalf of Rob Glenn via groups.io <krobglenn=yahoo.com@groups.io>
Sent: Sunday, March 21, 2021 6:05 PM
To: TSPStrategy@groups.io <TSPStrategy@groups.io>
Subject: Re: [TSPStrategy] How To Pay Less Taxes
Sent: Sunday, March 21, 2021 6:05 PM
To: TSPStrategy@groups.io <TSPStrategy@groups.io>
Subject: Re: [TSPStrategy] How To Pay Less Taxes
I think so, but I just retired last fall and received my first 1099-R before they had finalized my retirement package (took 4.5 months to finalize). So the taxable amount on the 1099-R was listed as UNKNOWN. So I had to figure out how to do the Simplified Method.
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