Do I have to input a $51 1099R that I received from my mothers state of California Retirement Account when she passed away?

[otel]

my mom passed away. she had some money left in her retirement account (my dads actually that she had been collecting since his death). She was a ward of the state. they send her children $51 each from her retirement account and I received a 1099R. Do I have to report that?

Will they think I have taken an early distribution from my own retirement account?

The 1099R is in my name. I also received one in HER name ("care of" me)...

[ScruffyCurmudgeon]

Key questions are what are the codes in the Box 7 for each 1099-R - one in your name, and one in your late mother's name

[otel]

Box 7 contains the number 7 on both of the 1099Rs.

[ScruffyCurmudgeon]

@otel

 From what you have written, It sounds that the situation is as follows - again based on what you have said:

• Your father died and left your mother as primary beneficiary of the CALPERS pension account.
• Your mother received that pension plan through inheritance and it sounds like the plan provided for her to be a secondary beneficiary and therefore the account in her own name
• She is in long-term care through Medi-Cal and the state (MediCal Medicaid) has the right to obtain (attach) the monthly distribution from Calpers less a  monthly allowance for an individual in long-term care for personal needs.
• You and your sibling(s) receive any unattached funds from the pension distribution after Calpers deduction for L/T Care.
• Thus, you must report the pension distribution proceeds from Form 1099-R in the TurboTax interview for pensions.
• The distribution is deemed a "Normal Distribution" and is not subject to Early Distribution penalty.

[otel]

Thanks for such a clear and concise answer Scruffy! Well done 🙂  Blessings to you.

[ScruffyCurmudgeon]

Glad it was of help  cionsider ?? Recommending?  the answer?