- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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.
March 17, 2025
9:43 AM