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I have a 1099-R for an annuity from a life insurance company that came to me upon my dad's death in March 2024. Is that considered survivor benefits for Ohio state taxes?
I know that the amount on the 1099-R is taxable for federal income, but Tax Act indicated that in Ohio "survivor benefits" aren't taxable. I just don't know whether to remove the annuity for state tax purposes or not.
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‎April 13, 2025
5:28 PM