Annuity (fixed)

Report a fixed annuity and income from the annuity in Part 6.





Income Type

Income Amount


Mutual of Aurora, fixed annuity


$15,001 - $50,000


None (or less than $201)

For You, Your Spouse, and Your Dependent Children

Part 6

Report a fixed annuity if the value of the annuity was more than $1,000 at the end of the reporting period or if more than $200 in income was received during the reporting period.  Income is ordinarily reported when the annuity begins making payments.

Description:  Provide the name of the insurance company issuing the annuity and write “fixed annuity.”

EIF:  Select “N/A.”

Value:  Report the value of the annuity by marking the appropriate category.

Income Type:  If applicable, describe the type of income received as “cash payments” or “cash distributions.”

Income Amount:  Provide the exact amount of income over $200 received during the reporting period.  If you do not have such income to report, select the category for “None (or less than $201).”

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