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New Member
posted Feb 25, 2021 5:44:11 PM

Made an early w/drawal from a life insurance plan & received a 1099-r. How do I know if this is a Qualified retirement plan, nonqualified annuity, or modified endowment.

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1 Replies
Level 15
Feb 25, 2021 5:47:25 PM

Life insurance is always "non qualified".