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State tax filing
Assuming that this was either a distribution of cash value or a surrender of a life insurance policy, I would select "Life insurance or endowment" given these choices for a payout from Gerber Life.
If it was something else, please give us a little more information about the nature of the income reported on your 1099-R.
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March 25, 2024
9:38 AM
9,134 Views