acuny
Level 3

Found this tool that seems to do a good job of producing a chart of annual exclusion amounts for you, assuming you have the information needed to answer the questions. Just print it out and use it till the exclusions run out.

https://cotaxaide.org/tools/Annuity%20Calculator.html

Just subtract from the amount in Box 1, and enter for Box 2a. Good luck!

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