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posted Mar 22, 2025 10:15:25 AM

When box 2b taxable amount not determined is checked. We get ?s we don't know the answers to. We've never had this box checked before. What do we do?

This annuity is paid to a surviving heir (my dad) from my deceased mother's retirement plan. He's been receiving monthly payments from them since 2008, the year she died.

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