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1099R Simplified Method Calculators

posted Nov 18, 2011, 11:41 AM by Wayne Culp   [ updated Jul 8, 2014, 2:35 PM ]
Click here for the best 1099R Simplified Method Calculator:

The following tools are earlier calculators that still work ... but Jeff's is just too slick.
  • The attached "1099r Simplified Method Calculator.xls" spreadsheet works great if you have Excel or Open Office Calc ... just download to your desktop and open in Excel.  It is a nice tool to simplify  the retirees retirement age and the monthly exclusion calculations.
  • "Simplified Method Manual Worksheet.pdf" is a tool to help a tax preparer work though the 1099R input in the Simplified Method to exclude the retiree's employee contribution from taxable income without Excel or a spreadsheet program.
  • The Age Calculator will help quickly determine the retiree's age at their retirement date.  Nice tool.

Wayne Culp,
Dec 6, 2011, 6:36 PM
Wayne Culp,
Nov 23, 2011, 11:03 AM