Was the original account an account in a qualified retirement plan or was it an IRA? If it was an IRA, was the money moved to the annuity IRA by trustee-to-trustee transfer?
Did you receive a Form 1099-R for the movement of the money from the original account to the annuity IRA? If so, what is the code in box 7? Is the IRA/SEP/SIMPLE box marked?
