acuny
Level 3
02-06-2022
10:04 AM
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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!