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caja0006
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Does an inherited 1099-R count as survivors benefits on my INDIANA State Taxes ?

 
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Does an inherited 1099-R count as survivors benefits on my INDIANA State Taxes ?

An IRA is not considered a survivor benefit.

If this is an inherited IRA with a distribution code of 4 in box 7, this is not a survivor benefits.

That is when one spouse was getting monthly payments from a pension and then after they pass away the surving spouse gets a monthly check (generally for a smaller amount).


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Does an inherited 1099-R count as survivors benefits on my INDIANA State Taxes ?

An IRA is not considered a survivor benefit.

If this is an inherited IRA with a distribution code of 4 in box 7, this is not a survivor benefits.

That is when one spouse was getting monthly payments from a pension and then after they pass away the surving spouse gets a monthly check (generally for a smaller amount).


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