JosephS1
Expert Alumni

Retirement tax questions

It depends on what form you are referring to.  Generally annuities are reported on Form 1099-R.  If this is a transfer from one to another it may be on Form 1035.  Please clarify in order to correctly respond to your question.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"