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Index/Topics/Annuity Valuation and Reporting

Annuity Valuation and Reporting

The process of valuing and reporting annuities for tax purposes, including the role of insurers and plan administrators.

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Jan 29, 2026
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I have been receiving a pension from a workplace. Last year, they decided to purchase an annuity for me instead of paying the pension. IRS wants to know what RMD I received from my annui=ty.

When an employer converts a pension to an annuity, the annual annuity payments generally count as required minimum distributions (s) for the portion of the retirement account used to purchase that ann...