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New Member
posted May 31, 2019 8:46:21 PM

My wife inherited her moms non-qualified annuity. We received a 1099-R with the gross distribution. How do we figure the taxable amount in box 2a?

The box 2a on the 1099-R form is empty. Box 2b shows "Taxable amount not determined"

How is the taxable amount determined? And who figures it out?

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1 Replies
New Member
May 31, 2019 8:46:22 PM

all you need to enter is whats on there. make sure you check the "taxable amount not determined" box. this amount will be determined according to the tax bracket you are in. that gets all done at the end and you do not have to figure it out on the 1099R.