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1099-R death benefit taxable for Federal and State?
I received a 1099-R for a one time lump sum death benefit for my father. Box 1 and 2 are identical to the amount received. No federal income was withheld. Box 7 has code 4. But there are no entries for boxes 14-19. I'm assuming it is taxable for the IRS but is it taxable for the state (CA)?
March 27, 2024
12:58 PM