Buy how would these assets 1099Rs be classified under the state codes or "What kind of retirement income do you have from Pennsylvania?" there are like 18 different choices.
1. The rollover 1099R was from a qualified IRA Box 1 and 2a identical Box 7 code 7 IRA checked, taxable amount not determined and total distribution are checked (the company receiving the funds published a Form 5498 Box IRA checked RMD checked in box 11)
2. A direct pay out 1099R from a non qualified non IRA annuity there was taxable amount above the basis. Box 7 Code 7 D and total distribution checked
3. The new annuities created with the money from the first rolled over asset above..our eldercare lawyer says the new payments to mom are taxable. Code 7 IRA Box Checked
How to enter these as asset types?
