About doldidng82

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Re: accelerated death benefit taxable from life insurance

Hi,I filed my taxes with '0' entered after I got the professional advise from my CPA. Even though I didn't get thephysician’s certificate showing a reasonable e...

doldidng82

Updated Feb 13, 2022
Re: accelerated death benefit taxable from life insurance

CatinaT1,Thanks again for your response with details. I actually spoke with my insurance company and they asked me to ask to my local tax advisor even though th...

doldidng82

2

Updated Feb 13, 2022
Re: accelerated death benefit taxable from life insurance

CatinaT1,Thanks for your reply. But I think GloriaL is right.I found this from IRS site:https://www.irs.gov/pub/irs-pdf/f1099r.pdfon Page 6,"Box 2b. If the firs...

doldidng82

4

Updated Feb 13, 2022
Re: accelerated death benefit taxable from life insurance

Hi Expert,Thanks for your quick reply. My case was the cancer surgery and I got the payment technically for critical illness not terminally ill. I guess it fall...

doldidng82

6

Updated Feb 13, 2022

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Date Registered	‎January 21, 2020 8:41 PM
Date Last Visited	‎February 13, 2022 10:29 PM
Total Messages Posted	5

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