Does anyone have a client with a 2009 1099-R which represents a distribution settlement from First Dominion Mutual Life Ins Co, as Receiver for the former Fidelity Bankers Life Ins Co & Trust.
This case goes back to 13 May, 1991 when Fidelity went into receivership in the Commonwealth of Virginia and is now (2009) making cash partial payments to policy holders who elected to opt-in and stay with the "PLAN DIVIDEND" resolution.
My question is : how are you allocating basis from the original policy purchase from Fidelity ?
This case goes back to 13 May, 1991 when Fidelity went into receivership in the Commonwealth of Virginia and is now (2009) making cash partial payments to policy holders who elected to opt-in and stay with the "PLAN DIVIDEND" resolution.
My question is : how are you allocating basis from the original policy purchase from Fidelity ?