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pr1nc3ss-
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Can I show my Aig as zero if I file 2018 taxes on 3/26/20? If my survivor annuity show in block 2a unknown what do I enter for taxable amount?

 
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2 Replies

Can I show my Aig as zero if I file 2018 taxes on 3/26/20? If my survivor annuity show in block 2a unknown what do I enter for taxable amount?

Yes, your 2018 AGI would be 0 (zero) if the 2018 tax return was filed in 2020.

Can I show my Aig as zero if I file 2018 taxes on 3/26/20? If my survivor annuity show in block 2a unknown what do I enter for taxable amount?

If the word Unknown is in box 2a of the 1099-R then leave the box empty (blank).

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