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stevenblove
New Member

I have a life insurance annuity on myself. Do I need to enter the earnings on my tax return?

 
4 Replies
HelenC12
Employee Tax Expert

I have a life insurance annuity on myself. Do I need to enter the earnings on my tax return?

No, do not enter your earnings from your life insurance annuity unless your account administrator sends you a Form 1099-R - IRS

 

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stevenblove
New Member

I have a life insurance annuity on myself. Do I need to enter the earnings on my tax return?

Helen - Thank you. Appreciate the quick feedback.

HelenC12
Employee Tax Expert

I have a life insurance annuity on myself. Do I need to enter the earnings on my tax return?

You are very welcome. Thank you for using TurboTax. We really appreciate it. 

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Anonymous
Not applicable

I have a life insurance annuity on myself. Do I need to enter the earnings on my tax return?

I would call the company to find out if you'll be getting  the form.  if not, you'll have no way to know that.  Though technically, they are required to be issued by 1/31/2020.  

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