About dcpinya25

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Re: I am the beneficiary of my aunt's annuity after she passed. I re...

Thanks@dmertz! That makes sense! Thanks@MaryK4!

dcpinya25

Updated Apr 13, 2025
Re: I am the beneficiary of my aunt's annuity after she passed. I re...

I deleted that 1099R but ROLLOVER did not disappear. I have 2 other 1099R forms. I transferred my 403b and Roth 403b from my former employer to another institut...

dcpinya25

2

Updated Apr 13, 2025
Re: I am the beneficiary of my aunt's annuity after she passed. I re...

The code is 4D. I took it as a lump sum payment and did not roll it over. TurboTax is automatically populating it with “ROLLOVER”

dcpinya25

4

Updated Apr 13, 2025

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Date Registered	‎April 12, 2025 7:48 AM
Date Last Visited	‎April 13, 2025 11:22 AM
Total Messages Posted	4

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