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posted Jun 4, 2019 3:57:04 PM

Hi. I invested some money in a five year fixed annuity account. The company who hold this account said they do not send out tax information. Do I need to report accoun

Do I need to report a fixed annuity account on my tax forms?  If so, how?  I receive no tax information from the company holding funds.

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1 Best answer
Intuit Alumni
Jun 4, 2019 3:57:06 PM

Hopefully this answer helps you:

If your annuity is within an IRA account, it is not taxable or reportable.

If not, you have no reporting requirement unless you received a distribution from your annuity in 2015 in which case you will need to report a 1099-R tax statement.

1 Replies
Intuit Alumni
Jun 4, 2019 3:57:06 PM

Hopefully this answer helps you:

If your annuity is within an IRA account, it is not taxable or reportable.

If not, you have no reporting requirement unless you received a distribution from your annuity in 2015 in which case you will need to report a 1099-R tax statement.