mjmckee081
Returning Member

Retirement tax questions

Hello DMerz.  Yours was a plausible answer, but I cashed in the whole policy and the letters from the insurance company list $3617.96 "Taxable Gain."  Again, they refer to "a ruling" and "the 5-10 rule."  I can't find a Rev. Ruling that seems on point.  But your cite works well on timing and maybe there was some information return guidance in its shadow?  Alternatively, 8/12/82 was my 32nd birthday....

 

And thanks for your response, with an extra bonus thanks for promptness.