Thank you for your response. So, just to confirm:1. Growth on all policies irrespective of whether they are active or surrendered or discontinued, needs to be r...
HelloSo, exactly how and where do you report the growth inside foreign life insurance policies? Would this growth be considered interest, dividend or capital ga...
Yes, I use ProSeries software for my clients.I also use turbotax to do my personal taxes, so got used to posting my questions here.will look up the correct boar...
I have a client with a similar situation this year. Description of box 3 includes years 2019 to 2016 and then another amount "for other tax years". I do not hav...