MY WIFE AND I OWN AN ANNUITY TOGETHER BUT YOUR S/W DOES NOT ACCOMMODATE DUAL OWNERSHIP. HELP PLEASE

My wife and I own an annuity together but your S?W does not accommodate dual ownnership. Please help.

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If you are co-owners of the annuity the person that is listed first on the 1099-R is the person recorded at the IRS as the owner. If you are filing Married Filing Jointly the full amount will be allocated to that person listed first.

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Question about Form 4972, 10-Year Special Averaging For Lump Sum Distribution

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MY WIFE AND I OWN AN ANNUITY TOGETHER BUT YOUR S/W DOES NOT ACCOMMODATE DUAL OWNERSHIP. HELP PLEASE

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