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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
‎November 1, 2021
3:08 PM