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Returning Member
posted Mar 19, 2025 9:28:37 AM

Insurance payout on 1099-R. TT says can't use 1099-R.

Insurance co filed 1099-R for dividend payout. This year TT says type of account should not be used for this distribution. Where should it go?

0 4 625
4 Replies
Expert Alumni
Mar 19, 2025 9:53:35 AM

Dividends earned on a life insurance policy are considered a return of premium for tax purposes. Dividends become taxable when the dividend earned is greater than the total net premium paid. If the dividends earned on your policy in 2024 exceeded the policy’s total net premiums paid they are reported on Form 1099-R.  Box 7 of your Form 1099-R, which should have a distribution code of 7 or 1.  

 

What other boxes on your Form 1099-R are filled out (or checked)? 

Returning Member
Mar 19, 2025 10:01:22 AM

Account number in lower left box; Amount in box 1 & 2a; 7 in box 7; State/payor's state and number in box 15. No other boxes filled in.

Expert Alumni
Mar 19, 2025 10:19:24 AM

Are you entering the 1099-R in the retirement income section?  Did you import the form or did you type it in yourself?

Returning Member
Mar 19, 2025 10:33:30 AM

I entered in TT section for 1099-R. I got the 1099-R in the mail, so I hand entered it.