You'll need to sign in or create an account to connect with an expert.
What code is in box 7 on the 1099R? Code 4 is for inherited. I would delete the 1099R and enter it again manually. That usually clears it out and fixes it.
And see if the little IRA box between boxes 7 & 8 is checked. That tells it that it is an IRA. So it should not be checked for a pension. If it's checked on her 1099R ask the plan why.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
SandyG19
Level 2
lenobregalara
New Member
slc50886
New Member
user17618580069
New Member
re4mul8
New Member