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paulhlbrk
New Member

I cashed out a small life insurance policy and they sent me a 1099R. How do answer the question"Tell us which 1099-R you have" question? None of the options seems to fit.

 
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DanaB
Intuit Alumni

I cashed out a small life insurance policy and they sent me a 1099R. How do answer the question"Tell us which 1099-R you have" question? None of the options seems to fit.

Insurance policies/contracts would fall under the first option "Form 1099-R, withdrawal of money from 401 (k) retirement plans, pensions, IRAs, etc."

View solution in original post

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DanaB
Intuit Alumni

I cashed out a small life insurance policy and they sent me a 1099R. How do answer the question"Tell us which 1099-R you have" question? None of the options seems to fit.

Insurance policies/contracts would fall under the first option "Form 1099-R, withdrawal of money from 401 (k) retirement plans, pensions, IRAs, etc."

View solution in original post

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