Timrichpt
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I’ll see if I can screenshot the example. Thanks for your help.
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Yes, this is an inherited, non-qualified account for my dad’s military pension.Yes, my name and Social Security number is on the 1099-R.No, the SIMPLE/ SEP IRA ...
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Turbo Tax says to enter the code from the 1099-R which, in my case is a ‘7’ – normal distribution.My father passed so I would think ‘4 - death’ would be the cor...
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- Got Cheered for Re: I have a 1099-R form because my father passed away and I received money. The description of the form on here says withdrawal from 401K - am I in the right place?. March 10, 2025 8:43 PM
- Posted Re: I have a 1099-R form because my father passed away and I received money. The description of the form on here says withdrawal from 401K - am I in the right place? on Retirement tax questions. April 18, 2020 8:46 PM
- Posted Re: I have a 1099-R form because my father passed away and I received money. The description of the form on here says withdrawal from 401K - am I in the right place? on Retirement tax questions. April 18, 2020 8:46 PM
- Posted Re: I have a 1099-R form because my father passed away and I received money. The description of the form on here says withdrawal from 401K - am I in the right place? on Retirement tax questions. April 18, 2020 5:20 PM