ladybug2u
New Member

Retirement tax questions

If I upload the copy, will IRS get a copy of the actual 1099-R, or only the basic info that I could manually enter?  I ask because the 1099-R, from OPM Retirement Operations, is a Survivor Annuity paid to me (as Administrator to an Estate), but has the deceased's Social Security # on it and not mine.  It also has an "Account # (Retirement Claim #)".  There doesn't appear to be anywhere to enter that important info into TT manually myself, so I've been trying to clarify what needs to be done about this.