@JohnB5677 I went in to add SSA-1099 and it states:
Don't confuse the SSA-1099 with the 1099-R that reports retirement benefits from non-SSA sources like pensions, 401(k)s, and IRAs. 1099-Rs are entered elsewhere in TurboTax. As I mentioned in my original post the codes are 40 and 61. This is not retirement benefits.
40 is lump sum payment of pension benefits
61 is arm's length interest payment
These are both inheritance from my mother who passed in Canada. It was her pension that I inherited and the interest is on an insurance policy I received.
Can you please confirm as the SSA-1099 doesn't sound correct based on the info I read above.
