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Retirement tax questions
A joint annuity (also known as a qualified joint and survivor annuity (QJSA) - is what you have when retirement benefits are paid as a life annuity (a series of payments, usually monthly, for life) to the participant and a survivor annuity over the life of the participant’s surviving spouse (or a former spouse, child or dependent who must be treated as a surviving spouse under a QDRO) following the participant’s death. See QJSA
If you want to clear your return and start over, see this TurboTax FAQ.
Qualified Retirement Plans - If you have questions regarding your 1099-R, you can reply to this thread!
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March 9, 2025
8:13 PM