You may have received a CSA 1099-R which may not report a taxable amount in box 2a.
You may need to know:
- The amount of the employee contributions (should be in box 9b),
- The date the annuity started,
- The number of months that payments were received in 2024,
- The age of the recipient when the annuity started,
- The age of other beneficiaries (if there are any), and
- Was the recipient under the retirement age for the plan.
See this TurboTax Help.
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