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Level 1
June 1, 2019
Solved

My step father had passed away way last year and I had received the remander of his retirement and filled out a w2 where would i imput it when i recieve it

  • June 1, 2019
  • 1 reply
  • 17 views
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Best answer by Hal_Al

"filled out a w2". You probably mean a W-9. which just provides your SS#.

Although inheritances are generally not subject to income tax, retirement plans are an exception. But you will receive a form 1099-R for the distribution.

You will enter it as retirement income. Type> 1099-R <in the find box.

1 reply

Hal_Al
Level 15
Hal_AlLevel 15Answer
Level 15
June 1, 2019

"filled out a w2". You probably mean a W-9. which just provides your SS#.

Although inheritances are generally not subject to income tax, retirement plans are an exception. But you will receive a form 1099-R for the distribution.

You will enter it as retirement income. Type> 1099-R <in the find box.