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Retirement tax questions
If you did not receive a Form 1099-R for the life insurance payment, do not report the payment as a 1099-R on your tax return.
Life insurance benefits are generally not taxable and no 1099-R is issued. If you received payments for a retirement account balance, that should be reported on Form 1099-R and you'll need to include it on your tax return.
‎June 3, 2019
1:57 PM