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February 20, 2025
Question

On the 401k withdrawal, do I put death or emergency expenses with the withdrawal for funeral expenses

  • February 20, 2025
  • 1 reply
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    1 reply

    JohnB5677
    February 20, 2025

    If it's for the person that passed, you should have a 1099-R with Code 4 (Death) in Box 7.

    • There is no need to make additional notes on the tax return.

    If you have a personal 401-K withdrawal it probably will be taxable.

    • If you paid for someone else's expenses it may be recoverable through the estate.

    Additional details would help to identify the particular issue.

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