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

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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.

Related information:

Where do I enter my 1099-R?

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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.

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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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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