@glendahurlbut wrote:
OK got that.. I do not actually have the right form from Brighthouse. Just getting the years total distribution from their Quarterly statement -- This is an annuity which was purchased by inheritance funds. Is it taxable? I do not believe I paid taxes on it last year --- I did have the correct form there
First you say a 410(k) contribution and now you are talking about an annuity. Which is it?
A annuity does not go on a tax return unless you received a 1099-R for it.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
