Thanks Dmertz - That is exactly what the insurance company told me. The cash surrender value did not exceed $5,000 and the policy was issued prior to 08/12/82. If there is no required 1099R, do I need to include in my dad's taxes? Normally my dad's taxes are very easy. This life insurance cash surrender is stressing me out and was waiting for the 1099R. I went back and forth with Prudential and finally got the letter with the details I mention above.
This community is very helpful so THANKS. Thanks again.
