MarilynG1
Expert Alumni

After you file

If you received the 1099-R income as a Beneficiary,  click this link for detailed info on How to Report Income as a Beneficiary.  If you are filing a final return for a deceased person, TurboTax will ask in the interview if this is the case.  If you entered the taxpayer in the My Info section, there is a checkbox to indicate the person is deceased and a follow-up question to ask if you are filing for them.  

 

When you entered the 1099-R in the Retirement Income section, if you entered an amount for Gross Distribution and Taxable Amount, those amounts should carry over to Form 1040, Lines 5a/b as you mentioned.  There is no special notation needed on Line 5a for a deceased person.  However, the IRS has a copy of the 1099-R, so if no amount shows on Line 5a (only 5b), this does not affect the tax return.  

 

Some amounts on Form 1040 are not directly editable, as data is pulled from another form (as in this case).  Use the magnifying glass next to the line to drill down to the original entry (which will be the 1099-R).

 

Here's more info on Filing a Final Return for a Deceased Person. 

 

Sorry for your loss. 

 

@TmacprFLK 

 

 

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