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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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2 Comments 2
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.
