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I'm doing a tax return for someone who died in 2020. Her CSA-1099-R has "unknown" in box 2a (Taxable Amount). How do I determine the taxable amount?
By the time she passed away she had used 256 of the 260 months credit from Worksheet A. Simplified Method. Can I reduce the taxable amount by the 4 months she still had to go?
March 13, 2021
2:37 PM