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Full Version: 1099R issue re: insurance premiums in Defined Benefit Plan
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ANNEBV
Defined Benefit Plan. Pensioners receive monthly installments. A portion of their installments is used to purchase medical insurance and/or dependent life insurance, if elected by the pensioner.

How are these insurance premiums reported on the 1099Rs?
RCK
It seems to me that the participant is choosing to spend a portion of their after-tax income on insurance, and that has no impact on what you report.
pax
Ditto, assuming that this is indeed being spent as after-tax income and they are not somehow (incorrectly?) included in a cafeteria plan.
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