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June 4, 2019
Question

1099 R code 4 inheritance

  • June 4, 2019
  • 1 reply
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Rollover from my deceased spouse, 1099 R marked as a code 4.  TurboTax wants to know if this is an inheritance?  Do I mark this as "yes" it's an inheritance?

1 reply

June 4, 2019

Yes.

If you received the money because your spouse passed away, it is an inheritance.