Level 20
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Retirement tax questions

Like I said, I am in over my head here for insurance.

I know of no way to do that when a 1099-R is involved.  The IRS gets a copy form the issuer and expects to see that on your tax return.  There would be nothing on the 1099-R to indicate that anyone but you received the money.

This does not seem right.   How are they paying - one check or two and whose name is the check made out to?

I would think you need to look at the terms of the policy and how the owners are listed - joint owners or "and/or" and how that are to pay each owner.

User @dmertz - any insight here?