Dear Mpanzer89 (and others) The IRS requires the taxpayer to explain the absence of a 1099R on Form 4852. So my question was intended to find out whether anyone...
Thanks again, but no. I asked for "no withholding," but they do not give that as a reason for not issuing a 1099-R . They clearly have in mind a de minimis exce...
Hello DMerz. Yours was a plausible answer, but I cashed in the whole policy and the letters from the insurance company list $3617.96 "Taxable Gain." Again, they...
I have same circumstance, having cashed in an old whole-life policy with a gain, but insurance company says in a letter that (1)" because the surrender value of...
