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Retirement tax questions
Thank you MichaelDC for this answer.
Still, I need help.
I chose the CSA 1099-R and then filled it out and left box 2a blank and continued to where I chose yes for the taxable annuity amount was used as the taxable amount.
When I do this TT shows Taxable amount as $0 on box 5b on the form 1040 and on box 2a on the Form (CSA)1099 R.
What would you suggest.?
Thank you in advance for this and for all the many questions you have answered here.
John
March 23, 2022
7:02 AM