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Richard
Richard, Tax Attorney
Category: Tax
Satisfied Customers: 45520
Experience:  29 years of experience as a tax, real estate, and business attorney.
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I have been getting a pension with an annuity included in the

Customer Question

I have been getting a pension with an annuity included in the amount from my deceased husband for 12 years. When I went to do my taxes, it asked for the starting amount of the annuity? Is this something new and how do I get this amount?
Submitted: 3 years ago.
Category: Tax
Expert:  Richard replied 3 years ago.

Good afternoon. If you get reports from the annuity, it should be in those reports. If you cannot find the initial investment, then those reports should have a customer service number..call them and ask for that information.

 

 

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The information given here is not legal advice. As all states have different intricacies in their laws, the information given is general only. This communication does not establish an attorney-client relationship with you. I hope this answer has been helpful to you.

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