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Level 1

Question

Form 1099-R, Field 7 - Distribution Code is 4D. 4 = Death, but I'm not dead and it was a distribution made to me. How do I answer "Tell Us When This Person Was Born?

Forum|Forum|7 years ago
June 6, 2019
2 replies
5 views

No text available

TurboTax Free Edition Online

A

Anonymous

Somebody died for you to get a distribution with a Code 4D as an inheritance non-qualified annuity. TurboTax needs this to determine how old "This Person" would have been had they lived.” This would mean that it is asking about the person who died.

Please feel free to post any additional details or questions in the comment section.

Level 2

The 4 is distribution upon death, in this case to an heir.

The D indicates a nonqualified annuity. You will have to pay taxes on the earnings but not the principal. The principal should be in Box 5.