Received several 1099-R's from my mother's passing. Am being asked if these were part of a 403b and for the RMD. I don't have this information

[catmcclain]

Box 7 on the 1099-R is coded for '4' for Death. Turbo Tax is requiring I answer if the distribution is from a 403b plan and then, regardless of answer, they ask the RMD that was due at the end of last year. I have looked at the original paperwork sent to me after her death and this information is not on there.

[Opus 17]

Are you preparing your mother's return or yours?

What are the codes in box 7 of the 1099-Rs?  Do you know what kind of retirement plan this was?  Do you know who the payer was?  Where did your mother work before she retired?  How old was your mother when she died?  If there is more than one 1099-R, was there more than one retirement plan?  

Generally, any withdrawals made while she was alive will be reported on a 1099-R in her name, and are included as income on her final tax return.  

Then, after she died, what happened to the retirement accounts?  If she named beneficiaries, then the beneficiaries became the owners of an "inherited" IRA or other retirement plan.  Beneficiaries who inherit plans are subject to certain rules, depending on what kind of plan it is.  If you are the beneficiary, did you make withdrawals?

Or did the estate cash out all the plans and distribute money to the heirs?  This has different rules and paperwork.