How do I get through the 1099-R which is a Non-Qualified Annuity Death Benefit lump sum? Am being asked about RMD's & Disaster distributions as though a Pension.It is NOT

Help .... My head is going to Explode! 😕

posted

What code is in box 7?

The disaster question is unrelated to the nature of the 1099-R - just say no.

The RMD is if over age 70 1/2 if no RMD is required then select that answer.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

How to amend California state return because of 2020 Covid Disaster Distribution was included in both federal and state income when it should be only federal, correct?

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How do I get through the 1099-R which is a Non-Qualified Annuity Death Benefit lump sum? Am being asked about RMD's & Disaster distributions as though a Pension.It is NOT

How do I get through the 1099-R which is a Non-Qualified Annuity Death Benefit lump sum? Am being asked about RMD's & Disaster distributions as though a Pension.It is NOT

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How do I get through the 1099-R which is a Non-Qualified Annuity Death Benefit lump sum? Am being asked about RMD's & Disaster distributions as though a Pension.It is NOT

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How do I get through the 1099-R which is a Non-Qualified Annuity Death Benefit lump sum? Am being asked about RMD's & Disaster distributions as though a Pension.It is NOT

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