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Get your taxes done using TurboTax
If you got a 1099R with your ssn on it you have to report it on your return. If it would have been taxable to the deceased it is taxable to you. Did you file your return yet?
Enter a 1099R under
Federal Taxes Tab or Personal (Home & Business)
Wages & Income at the top
Then scroll way down to Retirement Plans and Social Security,
Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit
There are 4 boxes. Be sure to pick the right box for the kind of 1099R you got.
If you are filing a Joint return be sure to pick which person it is for.
April 11, 2023
11:52 AM