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April 9, 2024
Question

CSA 1099R Annuity Plan cost at annuity starting date

  • April 9, 2024
  • 0 replies
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My CSA 1099r shows a difference between gross distribution and taxable amount. In the review section Turbotax asks for the annuity plan cost which is supposed to be in box 3 but I don't have that information. Turbotax won't allow me to file online because I can't put in this information.  I want to file online rather than sending in the paper copy of my tax return.  What is the workaround?

 

Ken Foster