qbteachmt
Level 15

It seems to be an Annuity; not a qualified retirement account. I don't see that any of the Boxes are checked.

Annuities tend to have Qualified and Non-qualified portions.

I always find articles help: https://proconnect.intuit.com/community/proconnect-tax-idea-exchange/idb-p/605

"An investor can only move the qualified employer-sponsored annuity into an IRA--the non-qualified annuity serves as a supplemental retirement account."

https://finance.zacks.com/can-annuities-changed-ira-tax-penalty-9419.html

"Non-qualified annuities are the kind most people own, and it can be expensive to get your money out. The amount you've invested isn't taxed a second time because you paid your premiums in after-tax dollars. Your gains, on the other hand, are fully taxable as ordinary income."

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