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Tim 3
Level 2
March 26, 2022
Question

401 K inheritance

  • March 26, 2022
  • 2 replies
  • 17 views

Hi. I have inherited a 401k from my deceased father.  Filled a 1099R and Turbo Tax is asking for the best way to describe the retirement distribution for a state type code. Please advise, not sure which option to pick.

    2 replies

    MaryK4
    MaryK4
    Level 15
    March 26, 2022

    Can you clarify which state so someone can check the requirements for you?  Thanks!  @Tim 3

    **Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"
    T
    Tim 3Author
    Level 2
    March 26, 2022

    PA - Pennsylvania

     

    Thanks.

    MaryK4
    MaryK4
    Level 15
    March 27, 2022

    I'm eligible; plan's eligible (no PA tax) 

    If you have a Code 4 Death distribution.- A distribution due to death is not taxable for PA purposes - unless included with Code D. 

    See How do I know if the amount on my 1099R (1099-R) is taxable on my PA Personal Income Tax Return?

     

    My condolences on your loss.

    @Tim 3

    **Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"
    T
    Tim 3Author
    Level 2
    March 27, 2022

    Thank you for the clarification and the condolences.

    Tim

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