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Taxable Amount vs Annuity
I am stuck on the question asking about my 2021 taxable amount...seems simple enough. My taxable amount in 2021 is very different than my taxable amount for 2022, since I retired at the end of 2021, and the pension payments are very different for 2021 vs 2022.. But when trying to put in the taxable amount for 2021 the Turbo Tax question would like to know the amount of the 'Annuity' I received for 2021. I am not receiving annuity payments. Should I just go ahead and put in the taxable retirement amount for 2021, even though it is not an annuity payment? Or is there another place that I can correct this label.
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‎April 14, 2023
2:02 PM