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bwsiegy
New Member

Received 1099R from deceased father's annuity how to put that on my taxes none of the drop downs are for inherited funds

How do you put in information on a 1099R when it was a death disbursement from a father.  Once you put the information it makes it seem like you took funds from your own annuity. I am not 59 1/2

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2 Replies

Received 1099R from deceased father's annuity how to put that on my taxes none of the drop downs are for inherited funds

The code 4 in box 7 will indicate this was a distribution due to a death which is not your own.
Anita01
New Member

Received 1099R from deceased father's annuity how to put that on my taxes none of the drop downs are for inherited funds

In addition to the code, you will be asked questions about the inheritance as you go through the questions that follow the entry of the 1099-R.  Keep going after you see the Done for entering the form

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