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1035 inherited exchange
I inherited an annuity when my mother died. I moved it into another annuity, with a different company, via a 1035 Inherited Exchange. I understood this to be a non-taxable event. I recieved a 1099R with a taxable amount. The box 7 distribution code on the 1099R is 4D. Shouldn't it be distribution code 6? The issuing company will not send me a corrected 1099R. How do I correct this?
Thanks for any advice!
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May 23, 2023
10:59 AM