Reply To: 1099R For Non-qualified Annuity

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#5216
Alan S.
Participant

The 1099 R instructions call for a 1099R, in your situation a code 7 1099R with Box 1 and Box 5 equal amounts. However, if they don’t issue one they might have received some general exemption from the IRS in certain cases, so I would not worry about it, other than to have some other method of keeping track that you have received your pre TEFRA investment back.