s00lin
New Member

1099-R and 1411

I moved a non-qualified annuity to another company. The original company mailed me the check which was given to my financial advisor and deposited within 60 days with the new company, however I have now received a 1099-R showing a gross distribution of $66,000. Box 2a is blank (taxable amount). The Distribution code is 7D. Will I need to pay any tax on this? The check was erroneously made out to me instead of the new company. What is 1411? Please advise as soon as possible! Thank you!