ReginaM
Expert Alumni

Get your taxes done using TurboTax

Your gross distribution from your annuity account would be reported to you on a 1099-R.  Accordingly, in TurboTax, you would enter this information as a 1099-R and not as W-2 (wages) by following these steps:

  1. While in your Tax Home,
  2. Select Search from the top right side of your screen,
  3. Enter 1099-R,
  4. Select Jump to 1099-R,
  5. Follow the On-Screen Prompts to complete this section.

For your K-1 that you received on your investment rental properties, you would enter it by following these steps:

  1. While in your Tax Home,
  2. Select Search from the top right side of your screen,
  3. Enter K-1,
  4. Select Jump to K-1,
  5. Follow the On-Screen Prompts to complete this section.
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