Thanks Kathryn. But this doesn't make common sense to me. Let me restate the question. I received a 2020 1099R with $4,600 in box 1, $4,300 in box 2 and $300 in...
The answer really doesn't make sense to me. This is an annuity so that would mean I would have to amend my 2019 return, not claim any income in 2020, and then w...