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1099-R: "was distribution received as a beneficiary of someone who died?” I've received distributions from my ***** husband's pension for years. Am I such a “beneficiary”?

 
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dmertz
Level 15

1099-R: "was distribution received as a beneficiary of someone who died?” I've received distributions from my ***** husband's pension for years. Am I such a “beneficiary”?

A code 4 in box 7 of the Form 1099-R indicates that you are receiving distributions as a beneficiary rather than as the participant.

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