Hi, I do have more questions on this. This distribution was from my late mother's retirement - she was an employee of a county in NY State. I live in California and have done for many years. This was a one-time death benefit distribution from her retirement account where I had to provide my SSN and they withheld some money for interest. In doing my taxes not I'm confused about the Lump-Sum Distribution Tax (which in plain English, applies to my situation) - do I use the Special Averaging Method or Try a Different Option? The benefit itself was about $1000, and they withheld about $90.
Again, this was a one-time, lump sum benefit and I thought it would be simple to input the 1099-R form but TT is taking me into new and scary territory here. THank you and let me know if you need more info.
(PS @DianeW777 - I think you meant "leave box 16 blank" - not "box 6" - right?
