I rolled over the assets in my existing retirement annuity into a new annuity with the same life insurance company. It was a straight-up exchange; there was no distribution of any kind.
I received a 1099-R from the insurance company, which reports the exchange. The Box 7 Distribution Code bears the number 6, indicating it was a simply a 1035 Exchange. The taxable amount in Box 2A is $0.
Must I personally enter this 1099-R on Form 1040 or was information already provided to the IRS by the insurance company sufficient?
Thanks!
