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VP16
New Member

incorrect 1099-R - Annuity

I full surrendered an annuity.  This was a non-qualified annuity.  Upon receiving my 1099-R,  I realized that the gross distribution and the taxable amount matched.  The after tax contribution were not deducted from the taxable amount.  I have requested a correct 1099-R and quite some time has passed and have not received it.  The response is the issue is opened and we are looking into it.  What if I don't receive it in time for filing deadline.  Should I go ahead and file the return based on what I beleive the numbers should be ?

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