- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
First return to the 1099-R Retirement topic in the "Wages and Income" section and check box 7 of your entries to see if code 4 is there. That is an indication that the distribution was "Death" related. Ensure that box entry matches your form 1099-R. If you believe the code to be incorrect then contact you plan administrator for a solution.
Next, it sounds like that question may be in a state interview. If your code in box 7 is correct please clarify as to which state you are filing in. Someone may then be able to assist with your specific situation.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎February 2, 2023
11:27 AM