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s133p1ngdrag0n
October 12, 2020
Question

I have a 1099-r for a pension inheritance. Nothing is marked in box 7. Turbo Tax won't let me proceed. What do I do?

  • October 12, 2020
  • 1 reply
  • 0 views
Inheritance from wife's father's CALPERS retirement.

1 reply

VolvoGirl
VolvoGirl
Employee
October 12, 2020

Could box 7 say 7?  7 is the most common code and is the same as the box #.  

macuser_22
macuser_22
Employee
October 12, 2020

I would hope that box 7 has a code 4 and not a 7.    A 7 would not be inherited.

 

Whose name and SSN is on the 1099-R?    Your wife's or her father's?

 

If box is is indeed blank then it is an improper 1099-R that the insurer must correct.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
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