Jonesie
Returning Member

Retirement tax questions

My mom died and I received a lump some death benefit  (Form CSF 1099R Statement of Survivor Annuity Paid ) as she was a retired US Postal Employee. Federal tax was  taken out and shows in box 4 - Federal Income Tax Withheld. Box 1 Gross Distribution is filled in as well. Box 7 Distribution Code is 4 - DEATH BENEFIT.