helplessdoingta x
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So here is the answer to my original question for anyone that may have my same situation. The money in the annuity is in an account that is considered an IRA bu...
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The money was removed from the IRA. On form 5498 those funds were identified as rollover contributions. The annuity is through a different company.
Activity Feed for helplessdoingtax
- Posted So here is the answer to my original question for anyone... on Retirement tax questions. June 6, 2019 5:28 AM
- Posted Thank you on Retirement tax questions. June 6, 2019 5:28 AM
- Posted The money was removed from the IRA. On form 5498 those fu... on Retirement tax questions. June 6, 2019 5:28 AM
- Posted Is Money from traditional ira converted to annuity still considered traditional ira? on Retirement tax questions. June 6, 2019 5:28 AM
- Posted Can we state that my husband was not covered by a 401K so he can put money in a traditional IRA and get a deduction if he only worked for 2 months before retireing? on Retirement tax questions. June 6, 2019 12:55 AM