Form 1099-SB

Seller's Investment in Life Insurance Contract

Seller's investment in a life-insurance contract in a reportable sale.

E-file is not live yet. Your prepared return is securely sent to our team and queued. We transmit it to the IRS through IRIS once we complete IRIS Assurance Testing (ATS) and receive production access — we will not claim it is filed before then.

Issuer / payer

The business or person that paid and is filing this return. Enter either a business name or an individual name.

Foreign entityIssuer TIN *TIN type *Business name controlFirst 4 significant characters of the business name.Business nameBusiness name (line 2)Individual first nameIndividual middle nameIndividual last nameForeign addressCheck to enter a non-US address (country + province + postal code).Address line 1 *Address line 2City *State (US address)Required for a US address.ZIP code (US address)Province / region (foreign)Country code (foreign)Two-letter ISO country code for a foreign address.Postal code (foreign)Phone number

Recipient / payee

The person or business that received the payment. Enter either a business name or an individual name.

Recipient TINTIN typeBusiness name controlBusiness nameBusiness name (line 2)Individual first nameIndividual middle nameIndividual last nameAdditional recipientForeign addressCheck to enter a non-US address (country + province + postal code).Address line 1 *Address line 2City *State (US address)Required for a US address.ZIP code (US address)Province / region (foreign)Country code (foreign)Two-letter ISO country code for a foreign address.Postal code (foreign)Account numberDistinguishes this recipient if you file more than one of the same form for them.

Filing details

Tax year *VoidCorrected

Form 1099-SB details

Policy number *1Investment in contract2Surrender amount

Issuer information contact (if different from issuer)

Next you'll enter your contact details. This information return is free to prepare; there is no charge.