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New Member
posted Feb 15, 2024 9:37:14 AM

1099-R inherited federal pension balance

My wife inherited $91 from her late mother's Federal retirement (Office of Personnel Management) and received a 1099-R for the distribution.  During the Turbo Tax review, I keep getting an error message asking for the beginning and ending date of service for the Oregon Information Worksheet.  We have no idea when my deceased mother-in-law began or ended her service with the Federal government (Veterans Affairs).  Is there a "work-around", or should I simply leave these fields blank?

 

 

0 3 689
3 Replies
Expert Alumni
Feb 21, 2024 1:41:28 PM

Do you have a 1099R or a CSA 1099-R?  What is the code in Box 7?

New Member
Feb 21, 2024 3:33:01 PM

Yes, I have a 1099-R.  The code in Box 7 is "4 DEATH BENEFIT".  seems like that should be adequate.

 

Thanks, Jon

Expert Alumni
Feb 22, 2024 11:38:16 AM

That is adequate.  Since your wife didn't serve you should just leave those fields blank.

 

@jonathanlauch