Solved
stocks converted to an annuity
I had various stocks (with one broker) which were move to an annuity (with a different broker). Do I have a tax liability? If I do, what forms do I need to fill out?
If your broker sold stocks to convert the money to an annuity you should have received a 1099-B for the sale of those stocks.
If you report the sale of the stocks, that should be all you have to do.
Get answers to all your tax questions
Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
©1997-2022 Intuit, Inc. All rights reserved.
Intuit,
QuickBooks, QB, TurboTax, ProConnect, and Mint are registered
trademarks
of Intuit Inc. Terms and conditions, features, support, pricing,
and service options
subject to change without notice.
Security
Certification of the TurboTax Online application has been
performed by
C-Level Security.
By accessing and using this page you
agree to the
Terms of Use.
Accessibility
