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New Member
posted Jun 1, 2019 8:54:43 AM

I cashed in some annuities. Where do I put that on the tax forms?

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1 Replies
New Member
Jun 1, 2019 8:54:45 AM

You should have received a Form 1099-R from the insurance company or other financial institution for each annuity that was cashed in.

Enter all of the information from each Form 1099-R into the Retirement Plans and Social Security section of TurboTax. Please take care to enter the correct code(s) from Box 7 of each 1099-R.