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Employee
February 2, 2021
Question

I received a 1098-Q on my Qualified Longevity Annuity Contract that i started in 2020. Where do I put the 1098-Q information in TurboTax?

  • February 2, 2021
  • 1 reply
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1 reply

KrisD15
February 2, 2021

A 1098-Q for an annuity contract is not reported on a tax return and not entered into the TurboTax program.

If you receive a 1099-R for a distribution, please DO enter that form. 

Keep all forms with your tax files. 

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msvallsAuthor
Employee
February 3, 2021

Thank you for your fast response to our query!!!  We love TurboTax!