I requested an annuity as a rollover from a previous company to a new one. However, it was not sent as a rollover, but the fund was sent as a surrender policy directly on my name. I cashed the check and sent the money within 4 days to the new company. The previous company sent me a 1099 R form but noted that was not a rollover, but the fund was surrendered to me. I did send the exact fund to the new company as a rollover(qualified fund). for my annuity. The new company issued me a letter as proof that the fund was sent to them. They will send me a 5498 tax form in May. Please advise how to proceed with my income tax.
