Question

If I never received a 1099-R from Prudential Insurance for an annuity, how can I get one? I've received them in past, but last year's not so.

Prudential is the plan administrator for my annuity. Anyone have contact info so I can finish my returns?

Maybe you can refer back to your 2019 Form 1099-R for the sender information.

You only received a Form 1099-R if received distribution from retirements, pensions and annuities. It will show on line 5 of your Form 1040.

Employee

Go to Prudential's website for contact info. In fact, you might be able to pull the 1099-R there.

Did you actually receive annuity payments in 2020? If not, the annuity's payout period may have ended.

Yes I did and was able to find my needed information there. Thanks.

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