Is my check from my late husbands retirement taxab...
New Member

Is my check from my late husbands retirement taxable income?

 
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Level 15

Retirement tax questions

Did you get a 1099R for it with your name and ssn on it?
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Level 15

Retirement tax questions

It is taxable income.

To enter pension and annuity Payments (1099-R)

•    Click on Federal Taxes
•    Click on Wages and Income
•    Click on I'll choose what I work on (if shown)
•    Scroll down to Retirement Plans and Social Security
•    On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Sorry for your loss.


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