Where do I show the income I receive as survivor from my spouse's retirement?

Forum|Forum|4 years ago
August 15, 2022
1 reply
13 views

My spouse has been deceased since 1999 and his employer had previously deducted his contributioons

TurboTax Deluxe Online

VolvoGirl

Level 15

Did you get a 1099R form?

Enter a 1099R under
Federal Taxes on left
Wages & Income at the top
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start

Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form
Then on the next screen pick - I'll Type it in Myself

Be sure to pick the right kind of 1099R on the 4 boxes. 1099R or CSA1099R or CSF1099R or RRB1099R

Where do I show the income I receive as survivor from my spouse's retirement?

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