review of pension info asks 3 questions when did it start? How many months in 2025? and what part was nontaxable?

Gbumper · ‎April 12, 2026

How do I end review ofanuity info?

SteamTrain

You may have said NO...where you should have said YES....about the amount of your 1099-R was taxable.

Many folks with a real box 2a value (but not blank) that is lower than box 1, have been saying NO that total taxable income is not used...when they should say YES.....so that the box 2a $$ amount will be used.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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SteamTrain

@Gbumper

You may have said NO...where you should have said YES....about the amount of your 1099-R was taxable.

Many folks with a real box 2a value (but not blank) that is lower than box 1, have been saying NO that total taxable income is not used...when they should say YES.....so that the box 2a $$ amount will be used.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*

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review of pension info asks 3 questions when did it start? How many months in 2025? and what part was nontaxable?