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Get your taxes done using TurboTax
I would be happy to provide the additional information.
Premiums for the policy are $158 annually paid from policy dividends.
I receive 2 documents from the insurance company for tax purposes.
1. 1099 INT in the amount of $517.63 in box 1
2. 1099 R with $292.10 in box 1, $134.10 in box 2a, $158.00 in box 5 and the number 7 in box 7 on the form.
Let me know if you need any additional information. Thank You!
‎January 31, 2020
5:05 PM