wrjacct
New Member

I received a "Notice of Matured Endowment Payment" from MetLife in February of 2017, but no 1099-R. How do I report the proceeds? The policy matured at age 65.

There were four "Amounts Payable" lines:

Amount of Endowment    $1000.00

Paid-up Additions            $3440.64

Current Dividend              $22.76

Terminal Dividend             $40.00

for a total of $4503.40.  I assume I have to report this as income somehow.  Can you tell me how to go about doing that?

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