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arabrab
New Member

Should I list the surrender of an annuity on which federal tax was withheld?

 
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Should I list the surrender of an annuity on which federal tax was withheld?

Yes. Enter the 1099-R in Federal > Wages and Income > Retirement.

TT will calculate the actual taxes due, but then give you credit for the taxes withheld (just like for a W-2).

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