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IRC Section 101j Worksheet
Published: July 22, 2021
Tracking Code: 40025
Business Line: Life Insurance
Category: Legislation Changes

The Pension Protection Act of 2006 added provisions for the taxation of employer-owned life insurance. If you're uncertain whether IRC Sections 101(j) and 6039I apply to a policy, or what must be done to assure death benefits are received tax-free, this worksheet can help.

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