Client/patient has received 3 1009-LTC forms from the same entity totaling $ 6,500.00 for benefits paid for in home and rehab care in 2011. No accelerated death benefit. Benefit amount is calculated per diem and the policy is not a qualified contract. I have reported the total distributions on Page 2, Line 17 of the form. What, if any additional information needs to be provided on the form? Aren't these type of benfits normally tax free? By not indicating any other information on the form, no tax liability is calculated. So did I do good or have I missed something. Thanks for the help.
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