1099-R Code 1 vs. Code 4: How to Fix the "Death Benefit" Mistake (Form 5329)
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YouTubeThe Finance Observer
1099-R Code 1 vs. Code 4: How to Fix the "Death Benefit" Mistake (Form 5329)
If you inherited an IRA and are under age 59½, check Box 7 of your 1099-R immediately. If you see "Code 1," the bank's computer has falsely flagged you for an Early Withdrawal Penalty. You need "Code 4" (Death Benefit) to protect your money. As The Finance Observer, I’ve performed a forensic review of the IRS "Distribution Codes." In this ...
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Goldstone Financial Group on Instagram: "If you took money out of a retirement account last year, this is a form you’ll want to recognize. In this clip, Aristotle Makris, Senior Tax Planner at Goldstone Financial Group, CPA, CFP®, MS, explains what information appears on a 1099-R and why understanding distributions, taxable amounts, and withholdings matters when preparing your taxes. 🎥 The 1099-R is just one of several forms retirees receive. In our full Ask an Advisor video, “What Tax Forms Wi
0:19
Goldstone Financial Group on Instagram: "If you took money out of a retirement account last year, this is a form you’ll want to recognize. In this clip, Aristotle Makris, Senior Tax Planner at Goldstone Financial Group, CPA, CFP®, MS, explains what information appears on a 1099-R and why understanding distributions, taxable amounts, and withholdings matters when preparing your taxes. 🎥 The 1099-R is just one of several forms retirees receive. In our full Ask an Advisor video, “What Tax Forms Wi
Instagramgoldstonefinancial
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