Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Jun 1, 2019 12:09:54 AM

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?

0 1 728
1 Best answer
Expert Alumni
Jun 1, 2019 12:09:54 AM

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.

1 Replies
Expert Alumni
Jun 1, 2019 12:09:54 AM

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.