My mother passed away in 2022. She was born Feb of 1933 and I received a 1099-R from here retirement account under my Social Security#. I went through the process of answering the questions through TurboTax but I am still not sure. Here are the lines from 1099-R. I did not reinvest the money, I took the money out.
Box 1: $3578.00 (gross)
Box 2a: $2933.70 (taxable)
Box 3: $272.91 (Capital Gains)
Box 4: $587 (Fed W/H)
Box 5: $644.30 (employee contrib/design roth/Insurance
Box 7: 4A
Nothing appears on the Capital Gains on Form 1040 and nothing indicates if I qualify for the 10 year tax option. Do I have to manually enter box 3 $273.00 Capital Gains on Schedule D, if so which line would I transfer this number to.
Thank you in advance for your assistance.
