- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Form 1099 R
I received a form 1099-R on an annuity that was closed and rolled into another annuity. The initial annuity was a tax deferred annuity that had matured and the entire amount of the annuity was rolled into a different tax deferred annuity. No money was withdrawn. I received this 1099-R form showing the full amount of distribution that was withdrawn from the original annuity and shows a distribution code of 6. Where do I enter this form on Turbo Tax. I tried entering it under the Investment Income section but the boxes on the 1099-R form do not match what I am being asked when trying to enter this.
March 3, 2021
7:32 PM