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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.
‎February 10, 2020
11:04 AM