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.
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Can you clarify which state so someone can check the requirements for you? Thanks! @Tim 3
PA - Pennsylvania
Thanks.
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.
Thank you for the clarification and the condolences.
Tim
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