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.

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As long as the amounts in Boxes 1 or 2a are correct, you don't need to have an entry in Box 5.

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As long as the amounts in Boxes 1 or 2a are correct, you don't need to have an entry in Box 5.

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