3624701

rolling over an annuity cash out i to an IRA

Hi, I cashed out an annuity from my old investment firm having no taxes withheld and immediately rolled over into an IRA. How do I report my Form 5498 so as not to incur taxes from my annuity? I am reporting my 1099R from the annuity. Thank you for your help.

posted

Connect with an expert

1 Reply

rolling over an annuity cash out i to an IRA

After you enter the 1099-R information, you must continue to the follow-up questions.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Still have questions?

Questions are answered within a few hours on average.

Post a Question

*Must create login to post