57.3k views
0 votes
Which statement is not true regarding the income tax treatment of individually-purchased life insurance?

A) Premiums paid for individual life insurance are a tax-deductible expense.
B) Life insurance proceeds paid to a beneficiary in a lump sum are received tax-free.
C) Policyowner dividends are received tax-free.
D) The annual increase in cash value is not taxable while the policy remains in force.

User AndroGeek
by
6.5k points

1 Answer

2 votes

Final answer:

The statement that premiums paid for individual life insurance are a tax-deductible expense is not true; life insurance premiums are generally not deductible. However, proceeds, policyowner dividends, and cash value growth are treated favorably under tax rules.

Step-by-step explanation:

The statement that is not true regarding the income tax treatment of individually-purchased life insurance is A) Premiums paid for individual life insurance are a tax-deductible expense. In general, the premiums paid on personal life insurance are not deductible. However, there are notable tax benefits associated with life insurance, such as B) Life insurance proceeds paid to a beneficiary in a lump sum are typically received tax-free. Additionally, C) Policyowner dividends are often received tax-free as well, and D) The annual increase in cash value is not taxable while the policy remains in force.

User Jreichert
by
7.7k points