ebtz
Level 2

Asked Community re: poss mistake on 2023return re: not including pension as taxable income. Expert said try amend 2023 & re-enter 1099-R. Got stuck on "enter annuity info

"Enter Annuity Info" asks for "plan cost" "Taxfree Amt previously recovered" etc -- have no idea about any of this & it is a pension, not an annuity anyway - so gave up trying to amend the 1099-R on the 2023 return. What else can I do? BTW in case it matters, on the 1099-R the 2a box is blank & 2b is checked & the Expert was MarilynG1