What do I enter in the box for "Basis of Retirement Income"? I started receiving Retirement Income in 2024 for a pension that is paid out as an annuity.

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Your basis is the amount you paid in. Pub 939 helps you calculate the basis. You may have made regular payments from your paycheck. You may be able to call and ask and then keep records.

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In 2022 I used the TurboTax download to prepare my tax return and that was the first year I had Qualified Charitable Contribution (QCD) as part of my IRA RMD. I got an IRS Notice: CP2000 about that return stating that "We couldn't identify the retire...

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What do I enter in the box for "Basis of Retirement Income"? I started receiving Retirement Income in 2024 for a pension that is paid out as an annuity.

What do I enter in the box for "Basis of Retirement Income"? I started receiving Retirement Income in 2024 for a pension that is paid out as an annuity.

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What do I enter in the box for "Basis of Retirement Income"? I started receiving Retirement Income in 2024 for a pension that is paid out as an annuity.

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What do I enter in the box for "Basis of Retirement Income"? I started receiving Retirement Income in 2024 for a pension that is paid out as an annuity.

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