Get Answers To Your Tax Questions
H&R Block Tax Professionals relentlessly focus on making sure you profit from every deduction and credit available.
Finding answers to your tax questions is now less taxing.
I receive a federal death benefit annuity for my first husband. I received a Form CSF 1099-R. Is the annuity fully taxable?
The tax treatment of this special death benefit depends on:
If you chose the single-payment option, use these rules for figuring the tax:
If you chose the three-year annuity option, at least part of each monthly payment is tax-free. Use these rules for figuring the tax: