DaveF1006
Expert Alumni

Get your taxes done using TurboTax

There isn't a whole lot of information available but I have found a couple of IRS links that may be of interest to you. If you receive 1099R's regarding payment of interest or dividends, these will always be non-qualified only because these do not fit the IRS guidelines for a Common Qualified Plan.

 

For more information, please see view this IRS FAQ about life Insurance  and also this topic about interest and dividends. 

 

@DH21 

 

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