momma1
Level 3

Good morning,

The year of death was 2020

The 1099R was dated 2021. Distribution code 4, 

Gross distribution $49,239.00 Taxable amount $49,179.00.

Federal Tax Withheld $4,923.90 - State Tax Withheld $2092.66.

Final Tax Return for individual filed 2020

No Estate Tax has ever been filed.

How do I file this 1099R?

 

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