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D
DJHJR
February 1, 2024
Question

Not sure how to define 1099-R distribution received from Life Co. ?

  • February 1, 2024
  • 1 reply
  • 0 views
Would I use 
"Other qualified distributions and private pensions?"
P.S. distribution code is (7)

1 reply

DaveF1006
DaveF1006
February 1, 2024

Life insurance settlements are non-qualified plans and are not qualified distributions or private pensions.

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