That you for the description you provided. My circumstance is almost identical to the one posed here. Yes, mine has been annuitized and I see you say that 1099 should have been issued with 2a blank and not determined checked. Mine has 1 and 2a same . Is it reasonable to have my payor (lincoln financial) reissue a corrected 1099r so I can use the general calculation and not pay tax on full amount of payments received? Thus preventing a challenge from IRS. Also would like to refile my 2020 taxes as it has the same issue.
Please advise and thank you in advance for your assistance.
