topic Re: FORM 1411 in Retirement tax questions

FORM 1411

Rickster2 — Wed, 11 Feb 2026 03:44:16 GMT

Re: FORM 1411

DoninGA — Mon, 12 Feb 2024 16:50:15 GMT

There is no such federal tax Form 1411. What exactly are you trying to do?

Re: FORM 1411

TomK2023 — Mon, 12 Feb 2024 16:56:29 GMT

The Net Investment Income Tax is imposed by section 1411 of the Internal Revenue Code. The NIIT applies at a rate of 3.8% to certain net investment income of individuals, estates and trusts that have income above the statutory threshold amounts.

For more information: IRS Questions and Answers on the Net Investment Income Tax

Re: FORM 1411

Rickster2 — Mon, 12 Feb 2024 17:43:38 GMT

My Wife received a distribution from an annuity, purchased 15 years ago, originally purchased from life insurance proceeds.

How are the taxes determined??

Re: FORM 1411

AmyC — Mon, 12 Feb 2024 21:08:25 GMT

You should have received a form 1099-R for the annuity distribution. It is added to your regular income and will show on your 1040 line 5, pensions and annuities. It is regular income, added in with wages, interest, etc.