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Non Qualified Annuity
I purchased a non qualified annuity this year and didn’t take any distributions from it. I received a statement showing my growth but didn’t receive a 1099 if any type. Do I still need to report that income on my tax return even though I didn’t get money? If yes, where do I include it? My income is below the threshold I believe as well so do I need to file it at all?
Thank you
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February 15, 2025
5:23 AM