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March 18, 2023
Question

Hi my daughter invested in an annuity at 17 years old and I was the custodian on the account. She cashed in the annuity in 2022. Who inputs the 1099-R in TurboTax?

  • March 18, 2023
  • 1 reply
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1 reply

DMarkM1
March 18, 2023

The 1099R should have been issued under your daughter's social security number and therefore she would report on her tax return.   

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