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February 10, 2024
Question

I received a death distribution from my father. How do I know if all of it is taxable?

  • February 10, 2024
  • 2 replies
  • 0 views
It is a small amount and federal taxes were withheld.

2 replies

DoninGA
Employee
February 10, 2024

Did you receive a Form 1099-R?  If so, is there a taxable amount entered in box 2a of the form?

February 10, 2024

Please clarify the document you received and we can better assist you.  Simply enter another note with detail here.

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