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Transferred from a non qualified annuity to a certificate of deposit. 1099-R shows $0 in Box 2a and Distribution Code 6 which is like exchange.
I believe there should be a taxable amount in Box 2a and D in the Distribution Box as this was transferred from a non qualified annuity to a certificate of deposit and not a like exchange. Is that correct and do I need to request a corrected 1099-R or can I just put the correct information on my tax return?
‎February 10, 2024
10:05 AM