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New Member
posted Jun 14, 2023 10:25:08 AM

DID NOT RECIEVE 1099 FOR FUNDS DISTRIBUTED FROM LIFE PARTNERS HOLDER TRUST THAT HAS SINCE BEEN CLOSED...Thoughts?

DO I STILL NEED TO ADD TO MY TAX RETURN?

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1 Replies
Level 15
Jun 15, 2023 8:04:49 PM

call the Trustee and ask why you did not receive a form.  

 

when were the funds distributed? if after 12/31/22, you won't receive the form until next Februaryish.