- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Generally, since LI payouts are not taxable/reportable, it's most common to receive a 1099-R only if there are earnings in excess of the policy face value for the accumulated earnings on the policy between the time of death and date of payout.
‎June 5, 2019
11:27 PM