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After you file
What is your question? Inherited money is not reported on Form 1099-R. A death benefit from a pension would be.
When a participant in a retirement plan dies, benefits the participant would have been entitled to are usually paid to the participant’s designated beneficiary in a form provided by the terms of the plan (lump-sum distribution or an annuity).
If you entered the 1099-R exactly as it appears, the amount could be taxable.
February 9, 2020
2:11 PM