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February 13, 2025
Question

what value is the IRS looking for on line 3 of the Simplied Method (Plan cost at annuity starting date)? My 1099-R has line 2A < line 1?

  • February 13, 2025
  • 1 reply
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Previous year's returns on Turbo Tax have just asked me to verify the values entered are correct.

    1 reply

    rjs
    Employee
    February 13, 2025

    Plan cost at annuity starting date is the total employee contributions in box 9b of your 1099-R.