MargaretL
Expert Alumni

Retirement tax questions

Please contact annuity administrator and clarify the issue.  Could it be that the distribution started in 2016? If so, 1099-R for 2016 would be issued...Until and unless the "error" can be corrected, you must report the form on your tax return. If your return has been submitted- please wait - if it's rejected for some reason, you can add your 1099-R and re-send the return.

If your return has been submitted and accepted- you will have to amend; the return is mailed; takes about 16 weeks to process. Here are amending instructions.