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Level 2
posted Mar 3, 2024 2:53:50 AM

Early non qualified annuity withdrawal

Took early withdrawal from non qualified annuity paid service fee also paid 10% early withdrawal and any taxes on the earnings the withdrawal was 52000 I net 42000 after fees and taxes

My 1099 is wrong reported to my financial institute they said will correct

Without corrected form how do I do my taxes

The 1099 is as follow

Box 1 gross 42000

Box 2a blank

Box 2b checked tax not determined

Box 7 codes D and 1

When I enter info into turbo tax I getting hit with taxes plus 10% fee again thanks

0 2 694
2 Replies
Level 15
Mar 3, 2024 5:58:39 AM

wait for the corrected form.

You should get it by April 15.

OR

file a request for extension.

@arenaant6819 

Level 2
Mar 3, 2024 6:01:36 AM

Thanks