Spousal rollover after death

Forum|Forum|1 year ago
March 31, 2025
1 reply
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Please, help to understand. My husband passed away January 2024. His money from 3 different IRA accounts were transferred to mine own IRA account through spousal rollovers (what advisor said). I got 3 1099-r forms with code 4(noG) in box 7. Is that correct? How should I report that to not pay taxes?

DavidD66

When you enter your Forms 1099-R, you will be asked some questions about what you did with the money. Indicate that 100% of it was rolled over to another IRA. That will keep it from being taxable.

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MARIA800Author

Thanks a lot!

One more question- 1099-r form on my deceased husband name. When program asks me "who does this 1099-r belong to?"- who I should choose myself or husband? If myself, then I choose that it's inherited IRA, if my spouse's name, what I click after?

DianeW777

Indicate the 1099-R belongs to you since it was rolled over to your IRA and then answer the same way as explained by our tax expert @DavidD66, 100% of it was rolled over to another IRA.

Keep all the documents with your tax file.

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