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Level 1
June 5, 2019
Solved

In box 7, should my code be "7-Normal"?

  • June 5, 2019
  • 1 reply
  • 19 views

My husband and I both have a 1099-R from his pension; he collected before he passed (June 2018); I received benefit after that. In box 7, his code is "7-Normal" and mine is "4-Death." But when I enter "4," a few steps later, TurboTax assumed I'VE died (asks for birthdate range of deceased). 

Best answer by Cindy0H

It is referring to your husband's death. That is who it is inherited from. Those codes are correct for your circumstances.

1 reply

Cindy0HAnswer
Level 10
June 5, 2019

It is referring to your husband's death. That is who it is inherited from. Those codes are correct for your circumstances.