For your mutual funds, you will get a 1099-B form reporting the sale, unless they were in a tax deferred account like an IRA or 401(K). If they were in a tax deferred account, you will receive a 1099-R form.
You will get a 1099-R form for the early distribution from the Roth IRA.
You may not get any tax forms for the life insurance, it depends on the type of insurance policy it was.
If it is a demutualized insurance company, you could get a 1099-B form, showing that sold some stock. Likewise you might get a 1099-INT or 1099-DIV. If you don't get anything, you may want to contact the insurance company and see if they will be issuing any tax forms to you.
If you only get 1099-R, 1099-INT and /or 1099-DIV you can use the Deluxe version.
If you get a 1099-B form, you will need Premier.
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