I retired NOV 30 2016 My first annuity payment was JAN 1 2017. Do I need a 1099R for DEC 2016?

posted

Connect with an expert

1 Best answer

Accepted Solutions

No, this first payment will be taxable on the 2017 return.

Your 1099R will be showing this for 2017.

Congratulations on the retirement.

1 Reply

No, this first payment will be taxable on the 2017 return.

Your 1099R will be showing this for 2017.

Congratulations on the retirement.

Still have questions?

Questions are answered within a few hours on average.

*Must create login to post

Unlock tailored help options in your account.