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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.

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New Member

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.

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New Member

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.

View solution in original post