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.