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February 24, 2025
Question

on CSA 1099-R is the taxable annuity box box 1, and the box 2a the taxable box?

  • February 24, 2025
  • 1 reply
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0n CSA 1099-R what box is taxable annuity box?

    1 reply

    SusanY1
    February 24, 2025

    Box 2a is the "taxable" amount and box 1 should represent the full amount of the benefits you received throughout the year, less any withholdings.  

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