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1099r in a deceased person

corinne91
Level 1

having an issue dependent has died in 2024, received a 1099r code 4 no check in ira box tried to correct name and social security number to reflect dependents info as is not the same as taxpayers.  anyone out there know how to continue

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1 Comment 1
sjrcpa
Level 15

Who "received a 1099r code 4 "?

Whose name and SSN are on it?

If decedent's, was the money received after their death?

And, you're saying the decedent was someone else's dependent?

You get lots of room to spell out the facts.


The more I know the more I don’t know.