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

stevenblove · ‎January 17, 2020

HelenC12 · ‎January 17, 2020

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

Related information:

Where do I enter my 1099-R?

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stevenblove · ‎January 17, 2020

Helen - Thank you. Appreciate the quick feedback.

HelenC12 · ‎January 17, 2020

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

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Anonymous · ‎January 17, 2020

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.

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