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Retirement tax questions
I would hope that box 7 has a code 4 and not a 7. A 7 would not be inherited.
Whose name and SSN is on the 1099-R? Your wife's or her father's?
If box is is indeed blank then it is an improper 1099-R that the insurer must correct.
**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.**
‎October 12, 2020
2:24 PM
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