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Retirement tax questions
Deferred annuity. I began taking distributions in 2014 and fed tax is withheld. It is noted on each year-end statement that it is also a substitute 5498, so there is no box 5. I inquired about that, and was informed that I should use the year-end accumulation value as the FMV.
‎June 6, 2019
7:37 AM