Solved: Re: Inherited Annuity from my mother age 90 died in 2020

Workflow1 · Apr 18, 2021 3:30:48 PM

<P>I have a 1099-R for an annuity (non IRA) distribution from my mother age 90 who died in May 2020. Gross Distribution $45k. Taxable amount $13K. Distribution code 4D. Turbotax wants to know if this was an RMD. How do I answer? </P>

CTS39

New Member

New OPM Survivor Annuity Fully Taxable but TT required Simplified Method

in Retirement tax questions

polizzidad

New Member

Mother widowed 2020. Receives Social Security since 2020. In 2023 she closed an annuity account & received a 1099-R with taxable income. The recipient is a TRUST...

in Retirement tax questions

Benoit2

Level 2

annuity payout

in State tax filing

capa03

New Member

Does anyone know how to remove Deferred Pension Amount from 2020 8915-F from the pensions and annuities summary? It was added in error.

in Retirement tax questions

rr341

Level 1

My Mass state taxes are showing my 1099-R amount in 2020 Form 1, pg. 2 on Line 3 - Wages/salaries/tips. It should show, on Line 4 - Taxable pensions and annuities, right?

in Retirement tax questions

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Inherited Annuity from my mother age 90 died in 2020

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Inherited Annuity from my mother age 90 died in 2020

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