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On January 27th, Intuit opens for individual e-filing. Select your product for more trending topics. Lacerte | ProConnect | ProSeries
On January 27th, Intuit opens for individual e-filing. Select your product for more trending topics. Lacerte | ProConnect | ProSeries
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- DECEASED RETIREREMENT DISTRIBUTION AT BENEFICIARY'S
DECEASED RETIREREMENT DISTRIBUTION AT BENEFICIARY'S
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mohan
Level 3
04-14-2022
07:54 AM
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hello, I need help for tax treatment. One of my client received IRA distribution for his two dependents son as part of distribution of a deceased relative. This distribution from NYS teachers association and they issued 1099-R. Do I need to show distribution of parents income? do i need any additional form.
Also, is this distribution taxable in NY? I did not find any NY rules.
Please help me if anyone knows about proper treatment for FED and NY.
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1 Comment 1
sjrcpa
Level 15
04-14-2022
08:02 AM
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If it was issued in the childrens' SSNs it goes on the childrens' returns.
The more I know, the more I don't know.
