What if 1099r was for life insurance not retirement

angelabove0418 · ‎May 31, 2019

retiree · ‎May 31, 2019

You still report it as a 1099 R and make sure the space after box 7 (IRA/SEP/Simple) is NOT checked.

macuser_22 · ‎May 31, 2019

Also when asked in the 1099-R interview say that is is non-qualified.

**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.**

golfer · ‎May 31, 2019

what non qualified mean

macuser_22 · ‎May 31, 2019

If not qualified it is non-qualified.
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**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.**

What if 1099r was for life insurance not retirement

Retirement tax questions

Retirement tax questions

Retirement tax questions

Retirement tax questions