1099-R distribution

[Lori2u]

What is the name of your state (only U.S. law)? Michigan

I received a gross distribution as a beneficiary to my Mom's annuity w/ING USA. No taxes were taken out, total was just under $3,200. Do I include this whole amount on my taxes this year as income? Money received in 2008. Thank you for any help.

 

[efflandt]

It would go on your 2008 tax return. See instructions for 1040 line 16, or 1040A line 12. If you already filed you should do 1040X before April 15.

 

[Lori2u]

Thank you very much, that is what I thought. I appreciate your advice and time. What a great site this is! Truly helpful.