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Annuity information
I have a question regarding this section, Annuity info - For the years you received these distributions, was the total amount shown in the form the amount you paid tax on?
I just started to receive this pension plan on 1/2025. The 1099-R has 2a blank and 2b checked. So I'm confused whether I need to answer yes or no to this question. And if no, what info do I need to enter regarding Plan Cost and Tax-free amount previously recovered.
Appreciate your help with this.
Dannyo
yesterday