cbowen577
New Member

Retirement tax questions

The two responses I received did not agree with each other.  I went with the second response from dmertz. The IRA/SEP/SIMPLE box is checked on my annuity 1099-R and I assumed it was there for a reason.  dmertz indicates that having this box checked means that the annuity is an IRA annuity and the income should be shown on line 4a,b.  This makes sense to me.  

Thank you.