mkoehler
Returning Member

Fallen Hero Survivor Benefits and how to exclude from gross income.

Hello,

My late husband was a firefighter who had died in the line of duty. Under the Fallen Hero Survivor Benefits Act of 2001, I am allow to exclude the death benefits that I receive from the state retirement service from my gross income. I am unsure how to go about doing this. I have the1099-R and I had found this but unsure if this is the correct way to go about doing it. 

 

https://ttlc.intuit.com/community/retirement/discussion/how-do-i-claim-the-federal-survivor-benefit-...