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Non Qualified Annuity 1099 Suntrust Form

Non Qualified Annuity 1099 Suntrust Form

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so our first question um can you explain the exclusion ratio for a non-qualified annuity exclusion ratio for non-qualified annuity okay so we do we got this question early so we've got a little chart for you uh exclusion rate show so in this particular case we're going to you know make an assumption you got a hundred thousand dollars you're going to put it in a lump sum and you're going to buy what I call a spear or what they call a spear which is a single premium immediate annuity right a hundred thousand dollars and you can see the monthly benefit is 565 dollars okay and that's that benefit is based on your life expectancy and interest rates current you know that kind of thing so what you do to figure this out is really what you're trying to figure out is how much of my 565 dollars is going to be taxable versus how much it's just a return of my hundred thousand dollars and so what they do is they take your life expectancy which in this case will say is 240 months uh and they multiply

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