P MCCARTHY Posted July 30, 2015 Report Share Posted July 30, 2015 My client received several pension distributions on the death of her husband and one 1099-R has the distribution code of "L", since this is a distribution due to the death of the husband will it be subject to the 10% penalty? Her age is 50. Quote Link to comment Share on other sites More sharing options...
Elrod Posted July 30, 2015 Report Share Posted July 30, 2015 Not if she is filing joint, as surviving spouse. Quote Link to comment Share on other sites More sharing options...
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