DMarkM1
Expert Alumni

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.  

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