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I am the beneficiary of my aunt's annuity after she passed. I received a 1099-R. In line 5b of my 1040, TurboTax added "ROLLOVER" to the taxable amount. Is this correct?
dcpinya25
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I am the beneficiary of my aunt's annuity after she passed. I received a 1099-R. In line 5b of my 1040, TurboTax added "ROLLOVER" to the taxable amount. Is this correct?
‎April 12, 2025
7:48 AM
