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Do I have to use the non-taxable and taxable amounts provided in the 1099-Rs by CalSTRS when filing my taxes?

April 26, 2017amounts CalSTRS filing non-taxable provided taxable taxes

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Do I have to use the non-taxable and taxable amounts provided in the 1099-Rs by CalSTRS when filing my taxes?

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No. Even though CalSTRS uses the Simplified Method to determine the taxable amount on your 1099-R, you might have chosen to use a different IRS-approved exclusion method for your tax filing. If you used a different exclusion method, please disregard the letter and corrected 1099-Rs. For more information about the Simplified Method, see IRS Publication 575, Pension and Annuity Income.