Inherited 1099-R: Where is your distribution from?

LWes · ‎March 27, 2025

My husband received $ from a life insurance policy or annuity (not entirely sure what it was) from an Aunt that passed away. He received a 1099-R for the total distribution and box 7 has 4D. What should we answer for the question "Where is your distribution from"? We are in NY if it matters.

MarilynG1

Since it's not a government-related pension, choose 'None of the above'. A later question may ask 'was this a 403b or other qualified plan', choose 'other qualified plan'. TurboTax may also ask about RMD. You can enter $0 or the total amount, even if RMD is not required for this type of distribution.

When entering the info from the 1099-R, in Box 7 enter 4 on the first line, and D on the second line.

Here's more info on 1099-R for Pensions, Annuities, Retirement.

@LWes

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