Reply To: 1099R For Non-qualified Annuity

Home Fairmark Forum Retirement Savings and Benefits 1099R For Non-qualified Annuity Reply To: 1099R For Non-qualified Annuity

#5213
kaneohe
Participant

https://www.lfg.com/wcs-static/pdf/IRS%20Form%201099-R%20FAQ.pdf

” The other distributions that did not include any taxable gain and are considered return of cost basis would have only a numeric distribution code in Box 7″

This link suggests that I should get a 1099R with code 7 in box 7 with
distribution and 0 taxable amount in appropriate boxes?