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L
langeland1
March 14, 2025
Question

what do i enter for the "where is the distribution from" question for life insurance surrender

  • March 14, 2025
  • 1 reply
  • 0 views
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    1 reply

    M
    mglauner
    March 21, 2025

    You can select 'none of the above'.  This question is to determine whether you received a distribution from a civil retirement plan that may be tax-exempt in your state, which doesn't apply in your situation. 

     

    Here's more info on 1099-R for Pensions, Annuities, Retirement.

     

    @langeland1 

     

     

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