- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
10 Year Tax Averaging Method on Non Qualified Annuity
As beneficiary of a non-qualified annuity, I received a 1099R with code 4D checked in box 7. The deceased was born before 1936 but I don't think I qualify for the special 10 year averaging process as this is not from a qualified plan. Can you confirm?
Topics:
‎February 8, 2022
9:46 AM