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TN Charitable Gift Annuity Issuer Annual Report 2022
Get TN Charitable Gift Annuity Issuer Annual Report 2022-2024
STATE OF TENNESSEE DEPARTMENT OF COMMERCE AND INSURANCE Financial Affairs Section Charitable Gift Annuity Licensing 500 James Robertson Parkway, 7th Floor Nashville, Tennessee 37243 (615) 7411670CHARITABLE.
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Actuarial FAQ
A traditional annuity is also not tax-deductible — though it may have tax implications, as some annuities provide tax-deferred earnings. A charitable gift annuity may be partially tax-deductible when funded, as the charity will eventually receive some of the proceeds.
If the gift annuity is funded with cash, part of the payments will be taxed as ordinary income and part will be tax-free.
No matter what type of asset you donate to establish a charitable gift annuity, the income you receive from the annuity will be treated as either a return of capital or be subject to federal and state income tax. Charities will issue a form 1099-R to help determine how the capital gains taxes should be treated.
Individuals or couples can set up a charitable gift annuity. (You are the “annuitants,” which is the specific name for beneficiaries of annuities and many insurance policies.) Depending on the charity, your annuity can be funded with cash donations, but potentially also securities and gifts of personal property.
With a term-of-years gift annuity, the donor receives a charitable tax deduction and income for a period of years. As long as the annuitant elects the term-of-years option prior to the annuity starting date, the annuitant receives payments that are partially taxed as ordinary income and partially tax-free.
If the annuity is funded with appreciated securities or real estate owned more than one year, and the donor is receiving the annuity payments, part of the payments will be taxed as ordinary income, part as capital gain, and part may be tax-free.
If you receive income from charitable gift annuities reported on Form 1099-R, the amount reflected in Box 3, Capital gain (included in Box 2a) will report the capital gains that are already included in the taxable amount reported in Box 2a of the form.
In most instances, the payments will eventually be taxed as ordinary income. The charity that issues the annuity will send a Form 1099-R to the annuitant each year. This form will specify how the payments should be reported for income tax purposes.
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