Retirement tax questions
Since the distribution is from someone who passed away, you would select none of the above. As you proceed through the interview section, you will also get to a screen titled "when was the original retirement plan owner born." On this screen, you would enter the birth year of the traditional IRA owner to ensure the retirement funds are reported correctly. Please see the image of the screen below. This screen will appear if the distribution code in box 7 of your 1099-R is listed as code 4 for death. I'm very sorry for your loss.
