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K
knickoson
March 18, 2025
Question

when entering my spouses 1099r it is asking who she inherited it from ?

  • March 18, 2025
  • 1 reply
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    1 reply

    SharonD007
    SharonD007
    March 18, 2025

    Review the 1099-R and your entries.  for the 1099-R.  Is the distribution code in box 7 a "4"?  Distribution code 4 indicates that the distribution was made after the original account holder's death. 

     

    Refer to the TurboTax article What do all the codes in Box 7 of the 1099-R mean? for more information.

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