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waltone
March 6, 2025
Question

How is a withdrawal from a Flexible Retirement Annuity entered on your tax return? Is it the same as a 1099-R?

  • March 6, 2025
  • 1 reply
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    1 reply

    S
    SabrinaD2
    March 6, 2025

    Yes, you report a withdrawal from a Flexible Retirement Annuity in the same way as Form 1099-R.

     

     Here are the key points:

    1. Form 1099-R: This form reports distributions from pensions, annuities, retirement or profit-sharing plans, IRAs, insurance contract

    Here are the steps to you can take to enter the annuity withdrawl

     

    1. Sign into TurboTax
    2. TurboTax Online/Mobile: Click on  1099-R.
    3. Follow the instruction to enter the information on the 1099r
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