Continues to label father's estate distribution as "retirement income" - I don't have retirement income. I put in the 1099-R as can't change description. HELP!

lchanning · ‎June 4, 2019

PaulaM · ‎June 4, 2019

If you received a 1099-R form, then the distribution is from his retirement funds, not his estate.

Enter the form as it is reported on the form. Form 1099-R is also sent to the IRS and the data will need to match what is reported on your return.

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PaulaM · ‎June 4, 2019

If you received a 1099-R form, then the distribution is from his retirement funds, not his estate.

Enter the form as it is reported on the form. Form 1099-R is also sent to the IRS and the data will need to match what is reported on your return.

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

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