https://ttlc.intuit.com/community/retirement/discussion/if-i-m-filing-a-1099-q-and-i-am-the-designated-beneficiary-do-i-select-yes-or-no-for-box-6-the/01/3786890#M259656 Box 6 reads: "Is the recipient of the distribution the designated beneficiary?" Then above the yes/no selections, it reads "Recipient is not designated beneficiary" The recipient is the beneficiary. So is that yes or no here? Wed, 18 Feb 2026 23:08:52 GMT megan.rachel.mann 2026-02-18T23:08:52Z https://ttlc.intuit.com/community/retirement/discussion/if-i-m-filing-a-1099-q-and-i-am-the-designated-beneficiary-do-i-select-yes-or-no-for-box-6-the/01/3786890#M259656 Box 6 reads: "Is the recipient of the distribution the designated beneficiary?" Then above the yes/no selections, it reads "Recipient is not designated beneficiary" The recipient is the beneficiary. So is that yes or no here? Wed, 18 Feb 2026 23:08:52 GMT https://ttlc.intuit.com/community/retirement/discussion/if-i-m-filing-a-1099-q-and-i-am-the-designated-beneficiary-do-i-select-yes-or-no-for-box-6-the/01/3786890#M259656 megan.rachel.mann 2026-02-18T23:08:52Z https://ttlc.intuit.com/community/retirement/discussion/re-if-i-m-filing-a-1099-q-and-i-am-the-designated-beneficiary-do-i-select-yes-or-no-for-box-6/01/3786919#M259659 <P><SPAN style="font-size:14px;">The designated beneficiary is the individual to receive the benefit of the funds in the account.</SPAN></P> <P>&nbsp;</P> <P><SPAN style="font-size:14px;">If you are the designated beneficiary and you are receiving the distribution, the answer is <I>Yes</I>. &nbsp;</SPAN></P> <P>&nbsp;</P> <P><SPAN style="font-size:14px;">The explanation for </SPAN><A href="https://www.irs.gov/pub/irs-pdf/f1099q.pdf" target="_blank"><SPAN style="font-size:14px;">IRS form 1099-Q </SPAN></A><SPAN style="font-size:14px;">states:</SPAN></P> <P>&nbsp;</P> <P><SPAN style="font-size:14px;"><I><STRONG>Box 6</STRONG></I></SPAN></P> <P>&nbsp;</P> <P><SPAN style="font-size:14px;"><I>The designated beneficiary is the individual named in the document creating the trust or custodial account to receive the benefit of the funds in the account. If you are not the designated beneficiary, see </I></SPAN><A href="https://www.irs.gov/pub/irs-pdf/p970.pdf" target="_blank"><SPAN style="font-size:14px;"><I>IRS Publication 970</I></SPAN></A><SPAN style="font-size:14px;"><I>.</I></SPAN></P> Wed, 18 Feb 2026 23:22:21 GMT https://ttlc.intuit.com/community/retirement/discussion/re-if-i-m-filing-a-1099-q-and-i-am-the-designated-beneficiary-do-i-select-yes-or-no-for-box-6/01/3786919#M259659 JamesG1 2026-02-18T23:22:21Z