☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Jun 1, 2019 11:59:01 AM

Annuity Hartford renamed to Talcott so how can I make this change?

Turbotax is asking if I did a"roll over"; I did not. Nothing has changed except the name of the annuity company.

0 1 320
1 Replies
Level 15
Jun 1, 2019 11:59:03 AM

If you did not take any money out you do nothing.

If you have a 1099R then you enter the new name of the payer when the 1099R is entered.

To enter pension and annuity Payments (1099-R)

•    Click on Federal Taxes
•    Click on Wages and Income
•    Click on I'll choose what I work on (if shown)
•    Scroll down to Retirement Plans and Social Security
•    On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button Change to the name to Talcott for the 1099R.