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bltax2111
New Member

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

 
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MichaelL1
Level 15

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

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

Your 1099R will be showing this for 2017. 

Congratulations on the retirement. 

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MichaelL1
Level 15

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

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

Your 1099R will be showing this for 2017. 

Congratulations on the retirement. 

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