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On my wife's Statement of Annuity Paid, Box 2a Taxable Amount has unknown written in it. How do I record that on my tax form?
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On my wife's Statement of Annuity Paid, Box 2a Taxable Amount has unknown written in it. How do I record that on my tax form?
That is not uncommon for an annuity. Just leave box 2a blank and enter the rest off the information on the Form 1099-R and the program will determine the taxable amount based on the 1099-R and your answers to the interview questions.
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On my wife's Statement of Annuity Paid, Box 2a Taxable Amount has unknown written in it. How do I record that on my tax form?
That is not uncommon for an annuity. Just leave box 2a blank and enter the rest off the information on the Form 1099-R and the program will determine the taxable amount based on the 1099-R and your answers to the interview questions.
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