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dflynn4391
Level 1

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?

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‎June 4, 2019 1:17 PM
last updated ‎June 04, 2019 1:17 PM
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JulieH1
New Member

1099 R code 4 inheritance

Yes.

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

‎June 4, 2019 1:17 PM
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