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AnneCTR
New Member

Death benefit

I have received a death benefit from my husband's pension for 37 years.  This is the first year Turbo Tax has treated it as an inherited IRA with all the RMD requirements.  Why?  The code in box 7 on the 1099-R is 4 and the IRA box is NOT checked.  How can I get around this?

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1 Reply
dmertz
Level 15

Death benefit

The distributions that you receive are actually required distributions in that they are not eligible for rollover, so just say that the distribution was all RMD.  TurboTax only asks this question to determine how much might be eligible for rollover.

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