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How do I treat an IRA distribution with a distribution code # 4, the IRAs were inherited by his spouse?

sanjuana-m
Level 1

form 1099 R shows the distribution as a taxable amount with a distribution code # 4 and the taxable amount on bo2 2a however is not being picked up as taxable income.

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IRonMaN
Level 15

Do you have the IRA box checked on the 1099R worksheet?


Slava Ukraini!

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2 Comments 2
IRonMaN
Level 15

Do you have the IRA box checked on the 1099R worksheet?


Slava Ukraini!
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carmennanquil
Level 1

Yes

 

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