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New Member
posted Mar 14, 2025 10:46:30 AM

what do i enter for the "where is the distribution from" question for life insurance surrender

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1 Replies
Expert Alumni
Mar 21, 2025 1:25:20 PM

You can select 'none of the above'.  This question is to determine whether you received a distribution from a civil retirement plan that may be tax-exempt in your state, which doesn't apply in your situation. 

 

Here's more info on 1099-R for Pensions, Annuities, Retirement.

 

@langeland1