1099-R code 6
Type 6 indicates a 1035 exchange. Life insurance provided by my employer is somehow related. Federal on-line filing won’t accept a type 6. Thoughts, Ideas ?
Type 6 indicates a 1035 exchange. Life insurance provided by my employer is somehow related. Federal on-line filing won’t accept a type 6. Thoughts, Ideas ?
Permalink Submitted by Alan - IRA critic on Sun, 2025-04-13 22:43
Don’t report it, since Box 2a will not have a taxable amount.
Permalink Submitted by RonC on Mon, 2025-04-14 09:48
Thank you.
Is there a way to see all of my previous discussion in the forum ?
Permalink Submitted by Alan - IRA critic on Mon, 2025-04-14 10:51
I am not aware of a way but am not part of the Slott organization.