3570881
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

what does 4D really mean on my 1009R? Can I just enter the info on it? It's not my RMD it's my dad's who died, can I ignore the RMD questions?

I'm not required to take an RMD right now at , but I did get my dad's RMD when he died. Can I ignore the RMD questions?
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
JotikaT2
Employee Tax Expert

what does 4D really mean on my 1009R? Can I just enter the info on it? It's not my RMD it's my dad's who died, can I ignore the RMD questions?

Code 4 is used to report that the retirement proceeds are from a death.  Code D indicates that the payment is from an annuity from a nonqualified annuity. Only the earnings from these distributions are taxable as the annuity is funded with after-tax dollars.

 

As long as you enter the information from your 1099-R as provided, you should not be prompted to answer any questions regarding a RMD.  I recommend following the steps in this link to get to the 1099-R input section. Select Update to the right of IRA, 401(k), Pension Plan Withdrawals (1099-R) on the applicable 1099-R.  

 

On the screen asking you to enter the 1099-R, be sure to enter the applicable codes under Box 7.  There are two boxes where you can enter both of your code options as listed on your 1099-R form.  

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question