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empire

Junior Member
:eek: What is the name of your state? nj

If I transfer my tax deffered annuity to my daughter on my life insurance policy do I receive a 1099 form? If I do I presume I pay tax's on any gain, is that true?
 


tdavidl

Member
sounds like a gift to me. no 1099 or income that i'm aware of, will the ins allow the transfer ?

may have to file a gift tax return though depending upon the value of the gift.
 

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