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1099-R Annuity Question Confusion
Have TT Deluxe installed on Windows11.
Entering 1099-R data, towards end of entry TT determines it needs to ask more questions. One of which is this one:
Annuity Information:
For the years XXXX received these distributions, was the total amount shown in the form the amount you paid tax on?
Total amount taxable: Yes No
Which Box on the form is TT asking about? Box 1 (Gross Distribution)? or Box 2a (Taxable Amount)? There are values in both. TT is not clear on what constitutes Total Amount.
Thanks!
March 3, 2026
10:25 AM