You'll need to sign in or create an account to connect with an expert.
Somebody died for you to get a distribution with a Code 4D as an inheritance non-qualified annuity. TurboTax needs this to determine how old "This Person" would have been had they lived.” This would mean that it is asking about the person who died.
Please feel free to post any additional details or questions in the comment section.
The 4 is distribution upon death, in this case to an heir.
The D indicates a nonqualified annuity. You will have to pay taxes on the earnings but not the principal. The principal should be in Box 5.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
SisterHelpingWithTaxes
New Member
rmilling3165
Level 3
in Education
wolf6
Returning Member
corbi
New Member
sjplone
New Member
Want a Full Service expert to do your taxes?