Question

How should I report annuity income from Prudential Annuities Assurance Corp. ?

Forum|Forum|3 years ago
July 11, 2022
1 reply
0 views

what form can I use?

TurboTax Deluxe Online

Employee

You should get a 1099R for that. Enter a 1099R under
Federal Taxes on left
Wages & Income at the top
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start

Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form
Then on the next screen pick - I'll Type it in Myself

Be sure to pick the right kind of 1099R on the 4 boxes. 1099R or CSA1099R or CSF1099R or RRB1099R
If you are filing a Joint return be sure to pick which person it is for.