My wife inherited, we assumed an annuity, from a distant aunt. She got a small amount over several months, totaling about $800. Now we've gotten a 1099-R. I've entered into Turbo Tax but it shows up as a retirement withdrawal. Neither of us is near retirement age. Anyway...I finished Federal and now I'm on to the state return and its asking all kinds of questions we can't answer - what the source of distributions (401K or ?) etc. We have no information where this money came from - as the person is dead!
Three-year rule pension or 401(k) benefits
General rule pension or 401(k) benefits
None of the above
Right now I'm back in the Federal section trying to pick one of the above. I'm assuming its OK to choose #3??
