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My wife inherited her moms non-qualified annuity. We received a 1099-R with the gross distribution. How do we figure the taxable amount in box 2a?
The box 2a on the 1099-R form is empty. Box 2b shows "Taxable amount not determined"
How is the taxable amount determined? And who figures it out?
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May 31, 2019
8:46 PM