https://ttlc.intuit.com/community/investing/discussion/stocks-converted-to-an-annuity/01/1386416#M434 <P>I had various stocks (with one broker) which were move to an annuity (with a different broker). Do I have a tax liability? If I do, what forms do I need to fill out? &nbsp;</P> Tue, 31 Mar 2020 14:27:52 GMT cm45 2020-03-31T14:27:52Z https://ttlc.intuit.com/community/investing/discussion/stocks-converted-to-an-annuity/01/1386416#M434 <P>I had various stocks (with one broker) which were move to an annuity (with a different broker). Do I have a tax liability? If I do, what forms do I need to fill out? &nbsp;</P> Tue, 31 Mar 2020 14:27:52 GMT https://ttlc.intuit.com/community/investing/discussion/stocks-converted-to-an-annuity/01/1386416#M434 cm45 2020-03-31T14:27:52Z https://ttlc.intuit.com/community/investing/discussion/re-stocks-converted-to-an-annuity/01/1386945#M435 <P>If your broker sold stocks to convert the money to an annuity you should have received a 1099-B for the sale of those stocks.</P> <P>&nbsp;</P> <P>If you report the sale of the stocks, that should be all you have to do.</P> Tue, 31 Mar 2020 16:40:02 GMT https://ttlc.intuit.com/community/investing/discussion/re-stocks-converted-to-an-annuity/01/1386945#M435 RobertG 2020-03-31T16:40:02Z