Simplified Method Worksheet

[elfling]

We have only one client who receives USRRB benefits that needs the Simplified Method Worksheet. I have gone out to irs.gov to print it but have always wondered if there is a version of it within the ATX Max program. So far (probably 6 years or more) I have not been able to find it in there, but maybe I'm not looking in the right place. Anyone know if it is in there?

[Dan A]

Check the 1099-R input form. At the bottom of that form is a section for Simplified Method computation.

[elfling]

Check the 1099-R input form. At the bottom of that form is a section for Simplified Method computation.

Yes, that section is there. But the actual worksheet on which to do the calculations that include carrying forward information from the year before is not. I just think it would be handy to have it in the program like the lump sum worksheet already is.

[Diane]

Yes, that section is there. But the actual worksheet on which to do the calculations that include carrying forward information from the year before is not. I just think it would be handy to have it in the program like the lump sum worksheet already is.

Go to the Detail tab of the 1099-R input; down at the very bottom of the column you will find the area for the calculations of the Simplified Method.

Diane

[Edward]

You can get the detailed worksheet for the Simplifed Method in IRS Pub 721, page 28.