- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
I entered a 1099R for a distribution from a deceased relative, now TT is asking questions and treating me as the deceased.
I entered a 1099R for a distribution from a deceased relative. TT then asked about the birthdate of the deceased for information about Required Minimum Distributions. Then the questions continued about distributions, but refer to me as the recipient. I was never a recipient previously and do not know how the deceased person handled them. How am I to proceed through these questions? Did I fail to mark something earlier? I went back and check my work and confirmed I have "4" entered in box 7 indicating it is a death payment. Thanks for any help.
March 18, 2023
7:50 AM