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Get your taxes done using TurboTax
Did you receive a 1099-R or a 1099-LTC (as you stated in your original post)?
Issuers can submit substitute forms (in the same format) and the information is for your use in preparing your income tax return. Also, if you received a 1099-LTC, the benefits could very well be tax-free.
March 7, 2023
8:50 AM