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Get your taxes done using TurboTax
As I stated before the 1099-R was a dividend due to a premium overage on a LIFE Insurance policy. She had me enter it as an IRA dividend since the 3 people I dealt with couldn’t figure it out.
I’m having my taxes done this year some where else since I can’t seem to get this figured out. Hopefully when they enter the 1099-R they’ll know how to enter it.
Also I did look at line 1 of form 8995 & there is no name, entity.
I’m at the point now that I’m just not going to worry about it.
a month ago