You have an early distribution - code 1 - of a possibly taxable annuity - code D on a 1099-R which shows you have a basis of $63,000 in box 5 and tax not determined.
You must answer all the questions after you enter the form.
- PSO - no
- Describe taxable amount - select different amount
- Select General rule The general rule and the simplified method
- For taxable amount -enter the taxable portion of the $63,000 you took out of the $100,000 in your account using the general rule.
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