@Cowtech , is this a deferred annuity that has not yet been annuitized? If so, it's possible that in past years that the balance to your credit was less than your investment in the plan and your distributions consisted entirely of a return of part of your investment in the plan and this year there was a gain in value of more than the amount distributed and therefore distributions were a distribution of taxable gain instead. When distributions are made before the contract has been annuitized, taxable gains come out first and only after all of the gains have been distributed do distributions consist of a return of your investment in the contract.
Is box 2b Taxable amount not determined marked?
Was box 2b Taxable amount not determinedin the past?
