1099R

I received a 1099R for a distribution of a death benefit. It was listed as a normal distribution and federal and state taxes were deducted. Since it was a death benefit as part of an estate settlement were taxes due?

posted

Yes, a 1099-R distribution subsequent to the death of the owner (code 4 in box 7) is generally taxable.

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My California State refund is being audited and are asking copies of our Ca ID's, Copies of our 1099, which we have a 1099R only and paystubs which there are none.help??

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