1099-R (Death Benefit Distribution) and also 1099-INT

[ame322]

I received two 1099's from the same Financial Ins Co for one lump sum death benefit payout.

  The 1099-R shows the Taxable amount as the income earned on the original Annuity.

  The 1099-INT shows the Interest portion of the income earned.  

Do I have to put both documents on my tax return?  Wouldn't this double tax me?

[dmertz]

Presumably the Form 1099-INT would be for interest earned in the account to which the distribution from the annuity was deposited, otherwise it doesn't seem to make sense.  Interest earned inside an annuity is not reportable on a Form 1099-INT.

[ame322]

Thank you.   It didn't make sense to me to get the 1099-R and a 1099-INT since the entire Annuity paid out.  I didn't have another other options because the estate was in probate for 1.5 years and I didn't know I was a direct ben on this account until we were able to contact for distributions to the Estate.

  Do I just omit it or do I need to file something with the IRS to show that it's included in the Lump Sum distribution (1099-R)?

[ame322]

I just answered my own question on how to handle this situation.  After I entered the 1099-INT, it gave me the option to make an adjustment to the amount and mark the reason for the adjustment. (Other Reason) as the specific one was not an option (included on 1099-R).

Thank you for your quick response and assistance.