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rwebb210
Level 1
March 18, 2023
Question

1099-R

  • March 18, 2023
  • 1 reply
  • 2 views

I received a 1099 R from my mother's death.

Box 1 states the gross distribution of $5000.00

Box 2A is Taxable amount $5000.00

Box 4 is Federal income tax withheld $500.00

Box 7 is flagged with code 4 death benefit. 

Do I report this on my return and is it considered income or an inheritance?

    1 reply

    DoninGA
    Level 15
    DoninGALevel 15
    Level 15
    March 18, 2023

    It is entered on your tax return as ordinary income.

    fanfare
    fanfare
    Level 15
    March 18, 2023

    Enter this  1099-R in the IRA section.

    Itis an "Inherited IRA"

     

    @rwebb210 

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