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1099-r add it to taxe retrun or not?
I received a 1099-R from a annuity life insurance as the beneficiary from the passing of my father. The 1099 marked the code in box 7 as 4 (meaning death). Both box 1a and 2a show the full amount. With no taxes taken. I rolled over the full amount into an inherit IRA. Do I need to report this on my taxes? Was the right code used? The investment company that I moved the money to says they do not provide a 1099-R. They only send out a 5048 in May.
March 12, 2025
3:40 PM