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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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- IRA transferred to surviving spouse. 1099-R has code 4. Entire amount is showing up as taxable, even with zero in the taxable box.
IRA transferred to surviving spouse. 1099-R has code 4. Entire amount is showing up as taxable, even with zero in the taxable box.
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bess
Level 1
03-28-2024
07:46 PM
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BobKamman
Level 15
03-28-2024
10:18 PM
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Was it rolled over to the spouse's IRA? Or was it just transferred to the spouse's non-retirement account? Not sure how Lacerte requires a true rollover to be shown.
