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Son received 1099-R in 2014 as a decedent from mother who
Son received 1099-R in 2014 as a decedent from mother who died in 2013. The Code is 4D. The Box 1, gross distribution has an amount, but the Box 2a, shows $0.00, and Box 2b is not checked. Need direct… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
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My mothers was a teacher Public Schools who passed
My mothers was a teacher for NYC Public Schools who passed away in 2014. she had a pension. I received a 1099 R for a distribution from her tda which I had rolled over. I reported that distribution on… read more
Lev
Lev
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I have a 1099-r, RMD ROTH distribution inherited ROTH
I have a 1099-r, RMD ROTH distribution for an inherited ROTH IRA. It was held by my mom over 5 years. Box 2A, Taxable amt not determined and box 7 Distribution code = "T". Turbo Tax want to tax it but… read more
Lane
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My father has passed away and he left me his IRA. The broker
My father has passed away and he left me his IRA. The broker distributed the money from the IRA and gave me a 1099-R statement. The broker reported the distributed amount in box 1 and box 2a. He also … read more
Megan C
Megan C
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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
R. Klein, EA
R. Klein, EA
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step instructions on how to file out 1041 that includes Capital
step instructions on how to file out 1041 that includes Capital gains, 1099-R, and deceased home sale of property… read more
Lev
Lev
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I have several 1099-rs to file on a trust return. I understand
I have several 1099-r's to file on a trust return. I understand that this is reported as other income on line 8. Do I list the gross distribution (line 1) or the taxable amount (line 2a) If I list the… read more
Lev
Lev
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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 Equivalent
30,494 satisfied customers
My wifes mother passed away in December of last year. She
My wife's mother passed away in December of last year. She lived in Largo (Pinellas County) Florida. My wife and her sister, daughters of the deceased, are named as equal (50%) beneficiaries on their … read more
Lev
Lev
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Bachelor's Degree Equivalent
30,494 satisfied customers
My father had an annuity with me as annuitant and his trust
My father had an annuity with me as annuitant and his trust as trustee. Upon his and my mother's death (10/1998 & 7/1993 respectively) my sister and I became trustees. I requested and received a cash … read more
Lev
Lev
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Bachelor's Degree Equivalent
30,494 satisfied customers
I am the beneficiary of a non-qualified fixed annuity that
I am the beneficiary of a non-qualified fixed annuity that was on a monthly payout to my mother. At the time of her death, I was told that the account value is only $100 different than the "cost basis… read more
Lev
Lev
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Bachelor's Degree Equivalent
30,494 satisfied customers
My wife passed away in Sept. 2010. She had a loan out on her
My wife passed away in Sept. 2010. She had a loan out on her 401k. The 401k passed to me as her beneficiary minus the loan amount. The employer has informed me that the load amount is not taxable to m… read more
Bill
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I fund a Roth IRA account through a financial planning professional.
I fund a Roth IRA account through a financial planning professional. I unintentionally overfunded the account by $500 and when it was discovered, my financial planner had me fill out some paperwork to… read more
Bill
Bill
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I HAVE A QUESTION ABOUT A 1099R TAX FORM FOR 2008.THIS FORM
I HAVE A QUESTION ABOUT A 1099R TAX FORM FOR 2008.THIS FORM IN BOX 1 IS THE GROSS DISTRIBUTION.IN BOX 2A IS THE TAXABLE AMOUNT.MY QUESTION IS IF THERE IS NO AMOUNT IN BOX 2A DO I HAVE TO PUT THE GROSS… read more
Merlo
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I recieved several 1099R forms from Life Insurance companies
I recieved several 1099R forms from Life Insurance companies for money I inherited when my father passed away last April. Do I need to include this on my income tax as income, and pay taxes on it?… read more
Bill
Bill
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I have filed my first 2007 pension benefits from the ...
I have filed my first 2007 pension benefits from the CT Municipal Retirement fund. I was given the numbers for pre tax and post taxable amounts to assist in dtermining the taxable portion of my pensio… read more
Lev
Lev
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Bachelor's Degree Equivalent
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I am an American citizen working overseas. In 2007, I ...
I am an American citizen working overseas. In 2007, I earned 100% of my salary from foreign sources and paid foreign taxes. However, I closed down a small US retirement account (<$1500) and was sen… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
30,494 satisfied customers
I inherited money from a realtives Insurance/IRA after her
Customer Each beneficiary should have received a 1099-R showing their portion. As far as the incorrect amount in 2a, is the "taxable amount not determined" box in 2b also checked? If so, do not worry … read more
Mark D
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