rnewhouse
New Member

Retirement tax questions

@dmertz thanks for your reply. Died in 2014. I got all the RMDs in late 2015. The administrator just put them together in one 1099-R with code 4 ("death") but that doesn't seem correct. Do I need to report two separate 1099-R's for 2015, one of them with code "1" no explanation? Or perhaps I need to amend my 2014 returns? This is so confusing...