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.**