- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
Thank you. I think they usually use 1099-INT since the amount in box 2a is probably interest earned on the policy, but no matter.
You enter the 1099-R the same as an IRA withdrawal and you will need to claim that $37.75 as income.
You enter it under
Wages & Income
Retirement Plans and Social Security
IRA, 401(k), Pension Plan Withdrawals (1099-R) START
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
March 12, 2025
6:11 PM