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donnap480
New Member

1099r forms received following death of my mother

Do I report info from a 1099r that I received following death of my mother
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Accepted Solutions
MaryK1
Level 9

1099r forms received following death of my mother

Yes, it is an inherited retirement and it is taxed the same as it would have been taxed for the decedent.  Enter it under the Retirement Income.  The code 4 in Box 7 designates that it is inherited so Turbo Tax will know to ask some followup questions.  I am sorry for your loss.

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1 Reply
MaryK1
Level 9

1099r forms received following death of my mother

Yes, it is an inherited retirement and it is taxed the same as it would have been taxed for the decedent.  Enter it under the Retirement Income.  The code 4 in Box 7 designates that it is inherited so Turbo Tax will know to ask some followup questions.  I am sorry for your loss.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

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