cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

My started retirement benefits many years ago. After my father died my mother receives a reduced benefit code 4 on the 1099-R. Is this a survivorship benefit in Ohio?

Since this is coded 4 (death) on the 1099-R, I am wondering if is considered a survivorship benefit that is not subject to Ohio income tax.

1 Best answer

Accepted Solutions
Level 1

My started retirement benefits many years ago. After my father died my mother receives a reduced benefit code 4 on the 1099-R. Is this a survivorship benefit in Ohio?

Yes, this would be a survivors benefit, not subject to Ohio state income tax.

1 Reply
Level 1

My started retirement benefits many years ago. After my father died my mother receives a reduced benefit code 4 on the 1099-R. Is this a survivorship benefit in Ohio?

Yes, this would be a survivors benefit, not subject to Ohio state income tax.