1997retird
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Got a 1099-R today:Box 1 shows the Gross Policy ValueBox 2a shows taxable amountBox 2b shows Total Distribution checkedBox 5 shows total premiumsBox 7 shows cod...
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@dmertz, I understand you post but let me give juat a bit more of my situation.From my original post I mentioned the Insurance Company told me by phone thatit l...
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Thanks for all the information guys/gals. Substitute Form 4852 also gives specific instructions, on the form, of what is required if you don't receive a 1099-R ...
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@dmertz.... Can you point me to the IRS document that says the insurance company has an option?
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I found an IRS Link that may be helpful to others on many subjects.https://www.irs.gov/help/itaFrom that link I searched: Are Life Insurance proceeds I received...
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- Posted Surrendered Life Insurance in 2025 on Retirement tax questions. 3 weeks ago