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Get your taxes done using TurboTax

Your Form 1099-R should have a Code 4 in Box 7 indicating that your distribution is a “death distribution”.  Enter this form in the Wages and Income section, you will then be asked additional questions about the decedent to properly report the distribution and to not over-pay in tax. 
 

To enter Form 1099-R, follow the instructions below. 
 

If you are using TurboTax Online 

  • From the Tax Home screen locate the Income section. Scroll down and click on +Add Income.
  • Locate the section for Retirement Plans and Social Security.  Click add next to IRA, 401(k), Pension Plan Withdrawals (1099-R) (this will add the section to your main screen)
  • Go back to the Tax Home screen and under Income, locate the section you just added for the 1099-R. Input the information as shown on your form and answer the questions related to the decedent.
     

If you are using TurboTax Desktop

  • From the main screen locate the Federal Taxes tab, then Wages and Income.
  • Locate the section for Retirement Plans and Social Security.  Click start next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
  • Input the information as shown on your form and answer the questions related to the decedent.