Reply to sjrcpa,

Good Morning, 

The 1099r code 4 of the deceased person (who has been claimed as a dependent in tax year 2023) who passed away on 8-2024.  The name on the 1099r is in the dependents name and his ssn.  Taxpayer states she used the money for funeral.

How to report that?

,Also deceased person ,same person we are talking about (who has been claimed as a dependent in tax year 2023 who passed away on 8-2024 received a 1099r code 7 before he died.  How to report that?

Hope I answered all your questions.

Thank you