My deceased husbands Trust received 1099-R with code 4 in box 7 - do I include the1099-R to my tax filing or his trust? I received the funds.

posted

The 1099-R should be reported by the trust and the trust files and pays the tax (technically) before you receive the distribution. You are the beneficiary of the trust.

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

Paid, still getting notes. Want to amend. Cannot reach anyone. Received state refund. Cannot access return

in After you file

Expert does your taxes

Do it yourself

Resources

Support

My deceased husbands Trust received 1099-R with code 4 in box 7 - do I include the1099-R to my tax filing or his trust? I received the funds.

My deceased husbands Trust received 1099-R with code 4 in box 7 - do I include the1099-R to my tax filing or his trust? I received the funds.

Get more help

Do you have a TurboTax Online account?

My deceased husbands Trust received 1099-R with code 4 in box 7 - do I include the1099-R to my tax filing or his trust? I received the funds.

Do you have an Intuit account?

My deceased husbands Trust received 1099-R with code 4 in box 7 - do I include the1099-R to my tax filing or his trust? I received the funds.

Get more help

Related Content

Thank you for helping us improve the TurboTax Community!

Sign in to Turbotax

File your taxes, your way

Access additional help, including our tax experts

Post your question

Connect with an expert