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Robin D.
Robin D., Senior Tax Advisor 4
Category: Tax
Satisfied Customers: 13339
Experience:  15years with H & R Block. Divisional leader, Instructor
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My husband received an annunity from a deceased member of

Customer Question

My husband received an annunity from a deceased member of the family, it says no taxes due. We r confused as to where to put it in filing our taxes
Submitted: 9 months ago.
Category: Tax
Expert:  Robin D. replied 9 months ago.

Hello

If the annuity made a payout then there may be tax to pay or not. You should receive a 1099R which shows the total distribution and the taxable portion.

You would include the total on 1040 line 16a and then the taxable portion (even if $0) on line 16b.

Expert:  Robin D. replied 9 months ago.

Checking back to see if you responded

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