He would need to contact customer support:
<a rel="nofollow" target="_blank" href="
https://ttlc.intuit.com/replies/3300041">https://ttlc.intuit.com/replies/3300041</a>
He should not use the term "refund" in his query, doing so will automatically send him to information about tax refunds. He should use the term "billing" instead.
I'm still puzzled about how NUA can be reported from an annuity. Perhaps this was not an annuity but an employer-provided defined contribution plan. As I said, an amount in box 6 implies an in-kind distribution to the estate of employer stock. The cost basis for the stock would be the taxable amount of this stock included in the box 2a amount and the cost basis would pass to the beneficiaries along with the stock.
