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Level 2
April 14, 2022
Question

Annuity

  • April 14, 2022
  • 1 reply
  • 1 view

 I can't finish my Federal tax, I didn't have any annuities this year . How do I fix it?

1 reply

Level 15
April 14, 2022

Are you saying that you expect to receive a 1099-R for an annuity this year, but did not? If so, you need to contact the institution managing your annuity and ask for a copy of your 1099-R.

 

If you meant something else, please come back and rephrase your question.

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Joyce491Author
Level 2
April 14, 2022

I called PERS OF MS, they said there were no annuity  distribution the code 7 means pension paid monthly . Can you help me?

Level 15
April 14, 2022

Yes, most annuities are paid monthly, despite the name. I don't understand what your concern is.

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