turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

I have a 1099-r for a pension inheritance. Nothing is marked in box 7. Turbo Tax won't let me proceed. What do I do?

Inheritance from wife's father's CALPERS retirement.
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

I have a 1099-r for a pension inheritance. Nothing is marked in box 7. Turbo Tax won't let me proceed. What do I do?

Could box 7 say 7?  7 is the most common code and is the same as the box #.  

I have a 1099-r for a pension inheritance. Nothing is marked in box 7. Turbo Tax won't let me proceed. What do I do?

I would hope that box 7 has a code 4 and not a 7.    A 7 would not be inherited.

 

Whose name and SSN is on the 1099-R?    Your wife's or her father's?

 

If box is is indeed blank then it is an improper 1099-R that the insurer must correct.

**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.**

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question