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Retirement tax questions
You should receive a 1099-R (or other tax document) from the life insurance company that will show your taxable and non-taxable portions of the cash surrender.
If you have not received this document, reach out to the insurance company to request it.
Once you have it, enter it into the area of TurboTax that corresponds with the form you receive.
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‎February 7, 2025
5:55 PM
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