I received a death distribution from my father. How do I know if all of it is taxable?

It is a small amount and federal taxes were withheld.

posted

Connect with an expert

2 Replies

Did you receive a Form 1099-R? If so, is there a taxable amount entered in box 2a of the form?

Please clarify the document you received and we can better assist you. Simply enter another note with detail here.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Still have questions?

Questions are answered within a few hours on average.

*Must create login to post

Unlock tailored help options in your account.