GLGACCT Posted February 25, 2021 Report Posted February 25, 2021 Unfortunately, can not get the prior year worksheet from the previous accountant. Used two programs to recalculate the amount of the tax free benefit as well as doing it by hand and came up with the same answer. However, the non-taxable portion does not agree with the prior year tax return, only by a few hundred dollars. I have the annuity from the current RRB-1099 and the year of retirement. Could the annuity have been different years ago or is there a missing component? Quote
Abby Normal Posted February 25, 2021 Report Posted February 25, 2021 I would assume the prior preparer did it wrong, and move on. 2 Quote
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