Thanks for providing further clarification.What you have explained now makes sense in that the non-deductible contributions only come into play when I report a ...
Thanks for your response and appreciate your help. Form 8606 is for a single tax filing year. The annuity is from a private insurance company and the premium wa...
I forgot to mention that the questions on screens after I enter the 1099-R information do not appear to make any reference to a calculation of the taxable amoun...
Bill - Thanks very much for your thoughtful response. My annuity is from a private insurance company - not my employer. The annuity company would not know the b...