asked

My adult daughter, who is permanently disabled and received $11,500 in Social Security benefits in 2021, also withdrew money from life insurance and investment accounts, resulting in 1099-R statements. She does not owe or is not due a refund. Do we need to report these withdrawals and does she need to file taxes?

March 9th, 2024

Sign Up to View Answers

Create an account to view answers and interact with the community!