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Get your taxes done using TurboTax
Also:
"Nationwide Fix Account, Contribution Type: Rollover (Pre-Tax), Plan IRS Code: 457."
I have no idea what that means. You should ask Nationwide to decode it for you. If by chance that are saying that the money was transfer (rolled over) from a 457 type retirement plan, then a 1099-R is required but not by Nationwide but from the 457 plan trustee. If the transfer (rollover) was done in 2020 then the resulting 1099-R will not be issued until January of 2021 and would be reported on your fathers final 2020 tax return if he died in 2020.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎June 19, 2020
6:07 PM