@dmertz I have a similar question. My girlfriend's dad passed away a year ago and since then she has been receiving monthly payments from CalPERS. She recently got 1099R with her name and SSN and we have been trying to complete her taxes on TurboTax but we are having difficulty. I think it might have to do with the distribution code on her 1099-R.
The 1099-R form has a distribution code of 3 in box 7. I looked it up and code 3 means disability. I think it should be a code 4 because her dad passed away. We put the information in turbotax just as it was presented but I believe that code 3 is prompting further questions that she has no answers to. The questions are meant to be directed to her dad and not herself.
Do you think that the code is incorrect and if so how could we proceed?
