☰
✕
Sign In

Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 1
posted Jun 4, 2019 1:17:42 PM

1099 R code 4 inheritance

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?

0 1 894
1 Replies
New Member
Jun 4, 2019 1:17:44 PM

Yes.

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