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Deductions & credits
If there is no code 4 in box 7 of this Form 1099-R, it is NOT an inherited traditional IRA.
Your own IRA is your own IRA, not an inherited IRA even though you rolled over funds to it from the 401(k) that you inherited from your husband. Distributions from an inherited traditional IRA maintained for the beneficiary of the IRA owner are reported with code 4.
‎February 3, 2021
3:45 PM