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Retirement tax questions
The survivor annuity if you are receiving monthly income you would be getting a 1099R.
It is reported as follows:
To enter pension and annuity Payments (1099-R)
- Click on Federal Taxes (Personal using Home and Business)
- Click on Wages and Income (Personal Income using Home and Business)
- 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
‎June 3, 2019
1:18 PM