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timx13x
New Member

Wife's 1099-R is disability payments, not an Inheritance

My wife (48) is disabled and receives payment from a qualified state retirement plan. Her 1099-R has a distribution code of 2 and all other boxes appear to be correct.

 

On review, TurboTax errors on this form, asking "Who did she inherit this from?" The two answer options are "My Spouse", or "Someone else who passed away". Neither of those options apply, and I cannot find a workaround.

 

Can anyone tell me how to get past this question?

 

Thanks!

 

TIM

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1 Reply
JotikaT2
Employee Tax Expert

Wife's 1099-R is disability payments, not an Inheritance

Form 1099-R distribution code 2 is used to report an early distribution where an exception applies.  This exception for your wife would be her disability.  Her 1099-R form might also have a code 3 listed on it.  If it does, you'll need to enter that information as well. 

 

To correct the review message you are receiving, I suggest going over your entries as outlined in this link.  If you have entered the information under the steps as listed in this link, you should not receive a message asking about inheriting the retirement income.  Inherited retirement distributions are typically reported using distribution code 4.

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