Thank you for that answer. I do have another question about the software.The annuities in question are qualified deferred annuities for which I received lump-su...
Amy, your responses are very helpful. The reason I ended up here is because I entered what I thought was the correct value in box 2a from my 1099R because it wa...
How do I get the program to treat it as an exception? I've already answered that it was an inherited annuity.It only asks me "Did you use your IRA to pay for an...
The code is T which is why I don't think it should be completing a form 5329.When I go back in to review my answers to the questions re: that annuity, I always ...
