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

[eloiserose]

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.

[jacquay · Accepted solution]

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.