Wealth & Risk Management Blog

William Byrnes (Texas A&M) tax & compliance articles

11 more annuity tax facts you need to know

Posted by William Byrnes on April 14, 2014


An annuity is a complicated beast — and during tax season, your clients’ questions can pile up faster than hospitality complaints from the crowds at Sochi. How are payments under a variable immediate annuity taxed? When is the exchange of one annuity contract for another a nontaxable exchange? Read on to find answers to these and other queries.

1. What general rules govern the income taxation of payments received under annuity contracts?

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