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1099-R---Death of Spouse

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    #31
    Originally posted by Super Mom View Post
    other than the obvious savings from itemizing, is there anything special to this transaction she can show, yes she's itemizing.
    just moving this back to the top. Other than the obvious benefits of itemizing, am I missing something that this can be put on A somewhere?

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      #32
      is this "unrecovered investment in anniuty" for him since he died and she's file joint 2010 because he died in 2010????

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        #33
        As pointed out in an earlier post, they have already accounted for his investment in the annuity by showing it as non-taxable on the 1099-R. So there is no "unrecovered investment." And I don't know of anything else you can do for this client in regard to the annuity.

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          #34
          Yes, that verifies my research. Just grasping at straws. Thanks for all of your help!

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