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How do I report a taxable gain for a cash surrender of a 1959 life insurance policy and Prudential won't give me a 1099-R cause surrender proceeds are less than $5,000.
I called Prudential and they said they won't give me a 1099-R, but I have to report a $155 taxable gain from the cash surrendered policy.
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‎June 4, 2019
8:52 PM