Veterans spouse survivor

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You may have received a CSA 1099-R which may not report a taxable amount in box 2a.

You may need to know:

• The amount of the employee contributions (should be in box 9b),
• The date the annuity started,
• The number of months that payments were received in 2024, 
• The age of the recipient when the annuity started,
• The age of other beneficiaries (if there are any), and 
• Was the recipient under the retirement age for the plan.

See this TurboTax Help.