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1099-NEC form for a surviving spouse benefit
My husband died last summer and he had been receiving a monthly retirement annuity (for which he received a W2 form each year; we've both been retired for nearly 20 years) from his employer that was subsequently transferred to me (known as a 100% Joint and Survivor benefit plan option) the month after his death. I received a 1099-NEC form for the total amount of ~$10,000 non-employee compensation (Box 1) with about ~$1000 federal income tax withheld (Box 4). When I enter this 1099-NEC info into Turbotax it asks if this is for a self-employment activity or a personal business and asks me to set up a Schedule C. I don't believe that my status is as a self-employed person or a business, I'm simply a surviving spouse receiving a monthly benefit after my husband's death. Can I report this as "Other Income" - I expect to receive the monthly annuity as long as I live.