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  • Re: A 1099-R shows $0 in 2a, taxable amount, and codes 4D in box 7. It's an annuity payout to my spouse due to mother's death in 2023. Code D mentions sec 1411. Taxable?
dmertz
dmertz
Level 15
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Retirement tax questions

The $0 in box 2a without box 2b Taxable amount not determined being marked indicates that this income is nontaxable.

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‎February 6, 2024 12:43 PM
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