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How do I avoid tax on life insurance proceeds?

If you want your life insurance proceeds to avoid federal taxation, youll need to transfer ownership of your policy to another person or entity.

What is the penalty for not filing 8925?

There is no direct penalty. The real issue is whether the notice and consent requirements were met when the policy was issued. If you have not reported on form 8925 it could be questionable. In which cases you may need/want a PLR to know for sure. View topic - Key Man Insurance - Penalties for no 8925? - TaxProTalk taxprotalk.com forums viewtopic taxprotalk.com forums viewtopic

What is the penalty for not filing Form 8925?

There is no direct penalty. The real issue is whether the notice and consent requirements were met when the policy was issued. If you have not reported on form 8925 it could be questionable. In which cases you may need/want a PLR to know for sure.

Who needs to file Form 8925?

For Paperwork Reduction Act Notice, see instructions. Generally, every policyholder owning one or more employer-owned life insurance contracts issued after August 17, 2006, must file Form 8925 for each tax year the contract(s) is owned. Form 8925 (Rev. September 2017) - IRS IRS (.gov) pub f8925accessible IRS (.gov) pub f8925accessible PDF

Is it better to get life insurance through employer or private?

Basic group life policies through work help to round out comprehensive life insurance coverage; however, the limitations of these policies and the uncertainty of events that would terminate coverage, such as losing your job, mean that getting your own individual life insurance policy may help to ensure an after-death Is the life insurance you have through work enough? | Guardian guardianlife.com life-insurance-through-w guardianlife.com life-insurance-through-w

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