My sister (the estate executor) said it was leftover money from my mom’s leftover pre-tax health savings account split between us siblings.
TurboTax online gives me these options:
Financial institution or other provider (1099-R)
Retirement plans like 401(k)s, IRAs, pensions, annuities, etc.
Office of Personnel Management (CSA 1099-R)
For U.S. Government Civil Service retiree annuity
Office of Personnel Management (CSF 1099-R)
For U.S. Government Civil Service survivor annuity
U.S. Railroad Retirement Board (RRB 1099-R)
For annuities or pensions
When I tried the first option, it asked if it was part of an RMB. But that doesn’t sound right.
