Box C – ALDA

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End of note

Enter in box C the total amount paid under an advanced life deferred annuity (ALDA) contract, other than:

Death benefit

The amount in box C includes the death benefit paid as a refund of all or a portion of the premiums paid to acquire an ALDA:

  • for the ALDA annuitant following the annuitant's death;
  • for the qualifying survivor of the last annuitant of the ALDA.

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