gwp1616
New Member

Business & farm

I have an annuity inside a Charitable remainder trust. I am the beneficiary of the trust. The insurance company

wants to issue me a 1099R for the annual interest, but the Trust wants to issue a K-1 for the interest I receive. If 

the trust owns the Annuity, shouldn't the insurance company send the 1099R To the Trust?

 

Confused