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February 6, 2024
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A 1099-R shows $0 in 2a, taxable amount, and codes 4D in box 7. It's an annuity payout to my spouse due to mother's death in 2023. Code D mentions sec 1411. Taxable?

  • February 6, 2024
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Best answer by dmertz

The $0 in box 2a without box 2b Taxable amount not determined being marked indicates that this income is nontaxable.

1 reply

dmertzAnswer
Employee
February 6, 2024

The $0 in box 2a without box 2b Taxable amount not determined being marked indicates that this income is nontaxable.