what is joint annuity

Forum|Forum|1 year ago
March 10, 2025
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I got this while filing 2024 and don't think it applies and want to start fresh

TurboTax Free Edition Online

DawnC

Employee

A joint annuity (also known as a qualified joint and survivor annuity (QJSA) - is what you have when retirement benefits are paid as a life annuity (a series of payments, usually monthly, for life) to the participant and a survivor annuity over the life of the participant’s surviving spouse (or a former spouse, child or dependent who must be treated as a surviving spouse under a QDRO) following the participant’s death. See QJSA

If you want to clear your return and start over, see this TurboTax FAQ.

Qualified Retirement Plans - If you have questions regarding your 1099-R, you can reply to this thread!

Where do I enter a 1099-R?

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