@willcastle43633 wrote:
1. Yes, the taxable annuity amount was used as the taxable amount,
That is what you choose and you are done.
Box 2a *is* the taxable annuity amount if there is an amount in it. The simplified method is only used if box 2a is blank and box 2b (not determined) is checked.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
