- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
I am assuming that this is a non-qualified annuity. In this case, the return of "basis" (the amounts you put in post-tax) is tax-free. Is the administrator going to comingle the dividends and interest and basis or continue to report them separately?
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎February 22, 2024
6:10 PM