- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
On my wife's Statement of Annuity Paid, Box 2a Taxable Amount has unknown written in it. How do I record that on my tax form?
Topics:
June 1, 2019
12:09 AM
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
That is not uncommon for an annuity. Just leave box 2a blank and enter the rest off the information on the Form 1099-R and the program will determine the taxable amount based on the 1099-R and your answers to the interview questions.
June 1, 2019
12:09 AM