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Retirement tax questions
If the insurance company knew that the distribution was not taxable, they are not required to report the distribution, otherwise they are required to report the distribution on Form 1099-R. If they were not required to send you a Form 1099-R and did not send you a Form 1099-R, nothing about this is reportable on your tax return.
‎April 8, 2023
4:04 PM