I answered "No" to the question about whether the Gross and Taxable amounts were the same on the 1099-R form. Mine differs by $39 and thus triggers those "annuity" questions. Not sure how to bypass this minor issue without disregarding the fact that those numbers are not the same. I had a CPA do my taxes for the past 15 years, so I may have to pour through my old taxes and try to figure how this was handled before. This year is the first time in 15 years I have done my own taxes...My previous CPA's tax preparation fees jumped from $500 per return to $1,000 for their base rate.
