Took a lump sum payment from a non-qualified annuity in 2017. The 1099-R shows correct values in box 1 and 2a. Is box 5 required in this case? Mine is blank.
01543
1 Best answer
ToddL
New Member
Jun 1, 2019 9:37:58 AM
As long as the amounts in Boxes 1 or 2a are correct, you don't need to have an entry in Box 5.
1 Replies
ToddL
New Member
Jun 1, 2019 9:37:58 AM
As long as the amounts in Boxes 1 or 2a are correct, you don't need to have an entry in Box 5.