FAQs on Form 1099 Series

Why is the Tax Amount Reported on My Form 1099-R Higher Than the Non-Qualified Annuity From Which I Took a Distribution?

If you open multiple non-qualified contracts in the same year, the IRS requires that the contracts are all treated as one contract when determining the amount of gain of a distribution.

Last modified 26 Jul 2017 16:07 EST

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