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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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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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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