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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Life insurance is always "non qualified".

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

Why is a RSU disbursement (noted in W2 Box 11 and accounted for in Box 1) that had FICA taken out the prior tax year being treated as a nonqualified pension plan?

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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.

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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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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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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