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Retirement tax questions
PS-58? Do you mean life insurance? That would have nothing to do with a IRA distribution whatsoever.
You may or may not receive a separate 1099-R from the live insurance company that will be totally independent of the 1099-R for the IRA distribution.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎February 15, 2020
12:58 PM