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Will I receive a tax form for a surrendered annuity account if the check shows taxes were withheld? The account had a $507 balance and surrendered after age 59.5.
A confirmation notice came with the check when I closed out the annuity. It showed the amount of federal and state taxes withheld from the payment. Should I receive a tax form from the company?
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‎June 6, 2019
7:32 AM