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Get your taxes done using TurboTax
I don't think that you should file it under other 1099-B because that might allow you to count the distribution as a long term gain. The IRS instructions for form 1099-R (Instructions for Forms 1099-R and 5498 (2024) | Internal Revenue Service (irs.gov)) say tha you should report surrenders where the payment is greater than the premiums paid on 1099-R.
March 29, 2024
12:54 PM
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