This was a one time distribution from a death benefit from my father. I believe it was an annuity that he had been receiving monthly checks from.
The question is:
"For the years you received these distributions, was the amount shown in box 2a of the Form 1099-R used as the taxable amount?
Yes, the amount in box 2a was used as the taxable amount.
No, a different amount was taxable."
I have no way of knowing for sure but I do believe he was getting monthly checks from this account. How do I answer (other than calling life insurance company please).
