574751
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

lathroumr
New Member

My wife took an RMD this year in October 2017 from Allstate Annuity. Should they have sent us a 1099-R or some form to report income?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

My wife took an RMD this year in October 2017 from Allstate Annuity. Should they have sent us a 1099-R or some form to report income?

Either an RMD or  A "Statement of Condition"

My wife took an RMD this year in October 2017 from Allstate Annuity. Should they have sent us a 1099-R or some form to report income?

In most cases, yes, you should have received a 1099-R.   The payer should have sent it by Jan 31, 2018.  Call the issuer  to get a copy if it got lost in the mail.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question