I cashed in an old policy and the issuing company provided the necessary data for filing but said I would get no 1099-R because the cash value (of the original policy) was less than $5000 and it was issued before August 12 1982. Phone help refers to "the 5-10 rule" and "a ruling," but no one seems willing or able to give me a citation to tax authority. Anybody? Anybody?
