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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.
March 16, 2021
3:23 PM