My mother-in-law passed away in 2017 and left a small annuity to my husband. Taxes were taken out and my husband was issued a check for the remainder. Do we include this annuity payment as income?
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If he got a 1099-R, it goes on his tax return. And they probably didn't take enough withholding. And the state return is probably worse.
If he got a 1099-R, it goes on his tax return. And they probably didn't take enough withholding. And the state return is probably worse.
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