@SharonD007 wrote:
Did you receive a 1099-R Form? Is your name on the 1099-R Form? We would like to help you but need more information.
@CStoneking said it wasn't in the trust:
"This year I was finally able to cash out an annuity associated with my Mom that was (unfortunately) not in the trust. I received a 1044-R" [assuming of course this is a 1099-R]
