Tax

Have a tax question? Ask a tax Expert

Ask an Expert,
Get an Answer ASAP!

On my Form CSF 1099-R, Statement of Survivor Annuity Paid,

Customer Question
On my Form CSF...

On my Form CSF 1099-R, Statement of Survivor Annuity Paid, in box 7, Distribution Code, there is 4-Death-Benefit. All I can put in your form is 4-Death.

Accountant's Assistant: What's the brand and model of your computer? And the Operating System (OS)?

It is HP and I have Windows 7, I think.

Accountant's Assistant: How long has this been going on with your computer? What have you tried so far?

I am trying to use Turbotax 2017.

Accountant's Assistant: Anything else you want the Computer Expert to know before I connect you?

On the next page "Tell Us When This Person Was Born" doesn't pertain to my situation, does it?

Submitted: 5 months ago.Category: Tax
Show More
Show Less
Ask Your Own Tax Question
Answered in 2 hours by:
3/14/2018
Tax Professional: Barbara, Enrolled Agent replied 5 months ago
Barbara
Barbara, Enrolled Agent
Category: Tax
Satisfied Customers: 6,681
Experience: 20+ years of experience in tax preparation; 30+ years of experience as a real estate/corporate paralegal.
Verified

Welcome to Just Answer. My name is ***** ***** I will be happy to assist you.

Go through and answer all of the interview questions in TurboTax once you have entered the information from the CSF 1099-R.

Code 4 is correct.

Please let me know if I can assist you further.

Thank you and best regards,

Barb

Ask Your Own Tax Question
Was this answer helpful?

How JustAnswer works

step-image
Describe your issueThe assistant will guide you
step-image
Chat 1:1 with a tax professionalLicensed Experts are available 24/7
step-image
100% satisfaction guaranteeGet all the answers you need
Ask Wallstreet Esq. Your Own Question
Wallstreet Esq.
Wallstreet Esq.
Wallstreet Esq., Tax Attorney
Category: Tax
Satisfied Customers: 586
586 Satisfied Customers
Experience: 10 years experience

Wallstreet Esq. is online now

A new question is answered every 9 seconds

How JustAnswer works:

  • Ask an ExpertExperts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional AnswerVia email, text message, or notification as you wait on our site. Ask follow up questions if you need to.
  • 100% Satisfaction GuaranteeRate the answer you receive.

JustAnswer in the News:

Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.

What Customers are Saying:

I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response...

T.G.WMatteson, IL

I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight.

BonnieChesnee, SC

Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation.

JohnMinneapolis, MN

Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with.

OrvilleHesperia, California

Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help.

Mary C.Freshfield, Liverpool, UK

This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!!

AlexLos Angeles, CA

Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult.

GPHesperia, CA

< Previous | Next >

Meet the Experts:

Wallstreet Esq.

Wallstreet Esq.

Tax Attorney

586 satisfied customers

10 years experience

Mark D

Mark D

Enrolled Agent

1,338 satisfied customers

MBA, EA, Specializing in Business and Individual Tax Returns and Issues

Richard

Richard

Tax Attorney

4,512 satisfied customers

29 years of experience as a tax, real estate, and business attorney.

PhillipsEsq.

PhillipsEsq.

Attorney-at-Law

59 satisfied customers

B.A., M.B.A, J.D.

Robin D.

Robin D.

Senior Tax Advisor 4

15,569 satisfied customers

15years with H & R Block. Divisional leader, Instructor

Megan C

Megan C

Certified Public Accountant (CPA)

8,655 satisfied customers

Licensed CPA, CFE, CMA, CGMA who teaches accounting courses at Master's Level

jgordosea

jgordosea

Enrolled Agent

2,885 satisfied customers

I've prepared all types of taxes since 1987.

< Previous | Next >

Related Tax Questions
I have a client that her husband passed away in 2016.. in
I have a client that her husband passed away in 2016.. in 2017 she received a 1099-R from Midland National Life Insurance Co. Box 1 Gross Distribution is 123,701.73, Box 2 the taxable amount is .00--B… read more
Chad EA, CDFA®, CFP®
Chad EA, CDFA®, CFP®
IRS Enrolled Agent, CFP(R),
Master\u0027s Degree
2,610 satisfied customers
I'm trying to find how to amend my 2016 tax return for
I'm trying to find how to amend my 2016 tax return for earnings from a distribution of an excess contribution. The corrective distribution was completed before 2016 due date. The 1099-R reporting the … read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
I inherited an annuity from my parents in the amount of
HI. I inherited an annuity from my parents in the amount of $75K, and closed it out last year. Both parents were born in 1935 or earlier. This has thrown me into a much higher tax bracket. Turbo tax a… read more
emc011075
emc011075
Senior Tax Specialist
Bachelor's Degree
16 satisfied customers
I had a Roth IRA CD in one bank and when it matured I
Hi, I had a Roth IRA CD in one bank and when it matured I received a check and put the whole amount into another Roth IRA CD within 30 days. My 1099-R shows a code Q in box 7. It appears that the amou… read more
NPVAdvisor
NPVAdvisor
CFP Licensee and Practitioner
Master's Degree
180 satisfied customers
Why after 18 years since my spouse Shine died, does my 2016
Why after 18 years since my spouse Patrick Shine died, does my 2016 Form 1099-R indicate a 4 (Death) instead of a 7 (Normal Distribution) in Box 7 "Distribution Code(s)"? Is it an error or what? Marye… read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
I have a question about some 1099 forms we received for
Hi I have a question about some 1099 forms we received for a non-qualified annuity. I don't know how just answer works. How much will it cost for you to answer my question?… read more
fastfile
fastfile
Tax Advisor
Master's Degree
550 satisfied customers
I and my spouse are over the age of 70.5 yrs old. I received
I and my spouse are over the age of 70.5 yrs old. I received a 1099-R with a Distribution Code 1D. This 1099-R is under a family trust using the taxpayer's social security number. Do I qualify for an … read more
fastfile
fastfile
Tax Advisor
Master's Degree
550 satisfied customers
My mother past away in 2011...She was an employee of the Federal
My mother past away in 2011...She was an employee of the Federal Govt, until she retired in 1999...She also received a pension/annunity from my father who was a US Probation Officer until he died in 1… read more
keeperumiami
keeperumiami
Sr Financial & Tax Consultant
Bachelor\u0027s Degree
1 satisfied customers
My husband died in 2010 and now I am receiving a statement
My husband died in 2010 and now I am receiving a statement of survivor annuity paid. I didn't know that 2 years after his death, I am still dealing with tax statements. What do I do… read more
rramsook
rramsook
President/Owner
Bachelor's Degree
229 satisfied customers
Purchased an fixed annuity with death benefits, receiving
Purchased an fixed annuity with death benefits, receiving monthly payments. Rquested a dollar amount to be taken for fed taxes. The annuity has a 3.5% intrest rate. In box 2a of the 1099-r form, what … read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
received 1099-r as death beneficiary for 403b. Had lump sum
received 1099-r as death beneficiary for 403b. Had lump sum distribution and tax was withheld. the distribution was put into an annuity. How should all this be reported on 1040. I know I need to put t… read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
I was widowed in Aug. 2003, I needed to withdraw my deceased
I was widowed in Aug. 2003, I needed to withdraw my deceased husbands pension in 2010. They withheld federal taxes. When I had my taxes done at H&R Block I ended up owing another $15,000.00 in federal… read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
I rolled over the interest, $10K from an annuity to an ira.
I rolled over the interest, $10K from an annuity to an ira. The principal ( pre-taxed money that I invested $100K) does not need to be reported since it is not taxable....just the interest, yet when I… read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
My mother, who lived in Arkansas, died in 2004 and left my
My mother, who lived in Arkansas, died in 2004 and left my brother and sister and me 2 annuities. They matured last year and the proceeds were divided and distributed among us. I know that the taxable… read more
keeperumiami
keeperumiami
Sr Financial & Tax Consultant
Bachelor\u0027s Degree
1 satisfied customers
this is a follow question that I didnt post with my oringinal
this is a follow question that I didn't post with my oringinal question. My husband received a 1099-R form from his grandmother's inheritance. What does this form mean… read more
keeperumiami
keeperumiami
Sr Financial & Tax Consultant
Bachelor\u0027s Degree
1 satisfied customers
What are the correct forms for making withdrawls under IRS
What are the correct forms for making withdrawls under IRS Rule 72T? I have a client who has been using Premiere Select IRA One-Time Form but has been getting a "distribution code 2 instead of a "dist… read more
Bill
Bill
Master's Degree
2,278 satisfied customers
Mother-in-law passed away in 2006. She left daughter (my ...
Mother-in-law passed away in 2006. She left daughter (my spouse) 3 insurance annuities. When the annuities were liquidated the insurance companies withheld federal taxes (33%). The total of annuities … read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
I inherited a small amount of money from my father ...
I inherited a small amount of money from my father last year. It was from his insurance annuity. His estate was valued at about 400k and lived in California. I just received a 1099-R and 1099-INT pert… read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Show MoreShow Less

Ask Your Question

x