☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Mar 14, 2025 2:59:52 PM

1099R

I have a 1099R that is reporting a taxable gain on a distribution from a paid up life insurance policy  where do i put this  if i put it along with the other 1099R incomes it wants me to say what kind of retirement plan this is and its a dividend not a retirement distribution

0 1 1507
1 Replies
Expert Alumni
Mar 21, 2025 4:36:44 PM

Yes, but it is reported on a 1099R. After the 1099 R is reported, there is a question aking if this is a qualified or non-qualified plan. Indicates that it's non-qualified.