topic Will I receive a tax form for a surrendered annuity account if the check shows taxes were withheld? The account had a $507 balance and surrendered after age 59.5. in Retirement tax questions https://ttlc.intuit.com/community/retirement/discussion/will-i-receive-a-tax-form-for-a-surrendered-annuity-account-if-the-check-shows-taxes-were-withheld/01/714710#M68365 <P>A confirmation notice came with the check when I closed out the annuity. &nbsp;It showed the amount of federal and state taxes withheld from the payment. Should I receive a tax form from the company?</P> Thu, 06 Jun 2019 14:32:00 GMT ccpillow 2019-06-06T14:32:00Z Will I receive a tax form for a surrendered annuity account if the check shows taxes were withheld? The account had a $507 balance and surrendered after age 59.5. https://ttlc.intuit.com/community/retirement/discussion/will-i-receive-a-tax-form-for-a-surrendered-annuity-account-if-the-check-shows-taxes-were-withheld/01/714710#M68365 <P>A confirmation notice came with the check when I closed out the annuity. &nbsp;It showed the amount of federal and state taxes withheld from the payment. Should I receive a tax form from the company?</P> Thu, 06 Jun 2019 14:32:00 GMT https://ttlc.intuit.com/community/retirement/discussion/will-i-receive-a-tax-form-for-a-surrendered-annuity-account-if-the-check-shows-taxes-were-withheld/01/714710#M68365 ccpillow 2019-06-06T14:32:00Z If taxes were withheld, the annuity company is required t... https://ttlc.intuit.com/community/retirement/discussion/if-taxes-were-withheld-the-annuity-company-is-required-t/01/714714#M68366 <P>If taxes were withheld, the annuity company is required to&nbsp;send you a Form 1099-R reporting the distribution and tax withholding.&nbsp; The company has until January 31 to send you the Form 1099-R.<BR /></P> Thu, 06 Jun 2019 14:32:00 GMT https://ttlc.intuit.com/community/retirement/discussion/if-taxes-were-withheld-the-annuity-company-is-required-t/01/714714#M68366 dmertz 2019-06-06T14:32:00Z Yes partly, do I have to report this lump sum amount, sin... https://ttlc.intuit.com/community/retirement/discussion/yes-partly-do-i-have-to-report-this-lump-sum-amount-sin/01/714721#M68367 Yes partly, do I have to report this lump sum amount, since the Finance Company has taken out withholding and surrender charges at the time of Payout Thu, 06 Jun 2019 14:32:02 GMT https://ttlc.intuit.com/community/retirement/discussion/yes-partly-do-i-have-to-report-this-lump-sum-amount-sin/01/714721#M68367 anthonett4365 2019-06-06T14:32:02Z