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Does a 1099-R distribution from an annuity have to be filed

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with the irs?...
Does a 1099-R distribution from an annuity have to be filed with the irs?
Submitted: 1 year ago.Category: Tax
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Answered in 1 minute by:
3/2/2016
Tax Professional: Gina CPA, Certified Public Accountant (CPA) replied 1 year ago
Gina CPA
Gina CPA, Certified Public Accountant (CPA)
Category: Tax
Satisfied Customers: 19
Experience: CPA with 10 years of problem solving tax experience.
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Hello, If you received a 1099-R form then yes, that information needs to be filed with the IRS if the amount is over the filing threshold (provided you don't have any other income to report).

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Tax Professional: Gina CPA, Certified Public Accountant (CPA) replied 1 year ago

Does that fully answer your question? I want to make sure I provide you with great service.

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Gina CPA
Gina CPA, Certified Public Accountant (CPA)
Category: Tax
Satisfied Customers: 19
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