- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
No, you would enter the information found on the 1099-R in your return. There should be Code 4 in Box 7 to indicate that it is a distribution made to a non-spouse beneficiary.
The Bailey Exemption "exclusion does not apply to retirement paid to former teachers and state employees of other states and their political subdivisions" or their beneficiaries.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
March 1, 2022
5:13 AM