Question

Annuity Hartford renamed to Talcott so how can I make this change?

Forum|Forum|7 years ago
June 1, 2019
1 reply
0 views

Turbotax is asking if I did a"roll over"; I did not. Nothing has changed except the name of the annuity company.

TurboTax Deluxe Online

MichaelL1

Employee

If you did not take any money out you do nothing.

If you have a 1099R then you enter the new name of the payer when the 1099R is entered.

To enter pension and annuity Payments (1099-R)

•    Click on Federal Taxes
•    Click on Wages and Income
•    Click on I'll choose what I work on (if shown)
•    Scroll down to Retirement Plans and Social Security
•    On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button Change to the name to Talcott for the 1099R.