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Retirement tax questions
See - that's the thing. It's an annuity through a life insurance policy my dad had. I did receive a 1099-R with the amount in box 2a that is taxable, and I've reported that on my federal return.
But I saw the thing in the Ohio state return about "survivor benefits" and wondered whether this annuity counted.
‎April 13, 2025
5:38 PM