KrisD15
Expert Alumni

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

 

 

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