I liquidated an annuity that was not a retirement account. My financial advisor sent the company a transfer request to liquidate the annuity and to have the money deposited directly into my account at his firm. He did not request a 1035 exchange. However, the annuity company recognized it as such and when I received my 1099r, it had no tax taxable amount in box 2a and "6" in box 7 on the 1099r. The annuity company says that since he sent a transfer request and not a "full surrender form" they automatically treat it as a 1035 exchange. Obviously, by the time I got my 1099r, the 60 day exchange period was long past not to mention that the money had already been invested in a taxable account. The annuity company says they can't issue a corrected 1099r even though my financial advisor says he filled out the request properly and did not request a 1035 exchange. So how do I report my taxable income earned from this annuity without having the correct figures on my 1099r? Is there a way of putting in the numbers correctly in the appropriate boxes and attaching a statement on my return given that there is absolutely no way that I will get a corrected 1099r from the annuity company?
