A 1099-R shows $0 in 2a, taxable amount, and codes 4D in box 7. It's an annuity payout to my spouse due to mother's death in 2023. Code D mentions sec 1411. Taxable?
01429
1 Best answer
dmertz
Level 15
Feb 6, 2024 12:43:47 PM
The $0 in box 2a without box 2b Taxable amount not determined being marked indicates that this income is nontaxable.
1 Replies
dmertz
Level 15
Feb 6, 2024 12:43:47 PM
The $0 in box 2a without box 2b Taxable amount not determined being marked indicates that this income is nontaxable.