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userttovias1965
Level 1
February 12, 2024
Question

I received a 1099-r because my mom passed and I was named as one of the beneficiary how do report this it was not on the questions asked

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2 replies

DoninGA
Level 15
DoninGALevel 15
Level 15
February 12, 2024

To enter, edit or delete a form 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

 

Or enter 1099-r in the Search box located in the upper right of the program screen. Click on Jump to 1099-R

 

On the screen Did you get a 1099-R in 2023? Click on Yes

On the next screen click on Continue

On the screen Let's import your tax info Click on Change how I enter my form

On the screen How do you want to add your 1099‑R? Click on Type it in myself

On the screen Who gave you a 1099-R? select the type of 1099-R you received and Continue

DawnC
Employee Tax Expert
DawnCEmployee Tax Expert
Employee Tax Expert
February 12, 2024

Enter the 1099-R in the Retirement Plans section.   TurboTax will add the income to your Form 1040.   Click the link below for instructions.  

 

Where do I enter a 1099-R; I am sorry for your loss.  

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