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B
bess
Level 3
March 29, 2024
Question

IRA transferred to surviving spouse. 1099-R has code 4. Entire amount is showing up as taxable, even with zero in the taxable box.

  • March 29, 2024
  • 2 replies
  • 14 views
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2 replies

IRonMaN
IRonMaN
Level 15
March 29, 2024

IRAs are 100% taxable unless the client had basis in the IRA - something the investment company would have no record of.

Slava Ukraini!
    BobKamman
    BobKamman
    Level 15
    March 29, 2024

    Was it rolled over to the spouse's IRA?  Or was it just transferred to the spouse's non-retirement account?  Not sure how Lacerte requires a true rollover to be shown.  

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