Solved: I have an annuity. I did not make a withdrawal. Do I need to show my annuity?

I have an annuity. I did not make a withdrawal. Do I need to show my annuity?

posted

No. You will not need to report the fact that you own an annuity on your income tax return.

(Unless a foreign annuity - then Form 8938 - Statement of Specified Foreign Financial Assets may need to be attached to your US income tax return (depending on your filing status)).

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No. You will not need to report the fact that you own an annuity on your income tax return.

(Unless a foreign annuity - then Form 8938 - Statement of Specified Foreign Financial Assets may need to be attached to your US income tax return (depending on your filing status)).