gmfreiberg
Returning Member

pensions

after submitting my paperwork through Turbo Tax, I realized that I never got a 1099-R for the portion of my husband's (small, from a former employer) pension that I receive since he passed away in 2020.  Went back to last year's (2020) return and found that the 1099-R only reflected the payments received when my husband was alive.  My 2020 tax return was reviewed and approved.  So, did I mess up?  BTW, I am still in the process of a trying to get my return accepted, and it has come back for fixing numerous times, so I don't think anything is set in stone yet.  If this is a problem, is there a way to get into the file and correct it before submitting it again (assuming it will need "fixing" again)?  Thank you for your response.