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April 11, 2021
Question

In Box 1 Do I enter the taxable amountlister in 2a of my Statement paid orThe gross distribution listed in 1 of my Statement of annuity Paid?

  • April 11, 2021
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In box 1 do I enter gross distribution or taxable amount?

1 reply

rjs
Employee
April 12, 2021

You should have gotten a Form 1099-R for the payments from your annuity. Is the "Statement of Annuity Paid" a Form 1099-R or a substitute 1099-R? If so, enter the information from the 1099-R box by box, just as it appears on the form.


See the following FAQ for instructions to enter a 1099-R.


Where do I enter my 1099-R?