barbaralong1
Returning Member

Retirement tax questions

Yes. I have.  The only box  that have info are box 1 and box checked as taxable amt to be determined. Distribution code is 7 

  I thought that the there would be questions thst would allow you to enter the surrender charge and the original amount of the annuity  so the cost basis would be calculated. But I never saw any of this in the easy step questions