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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?

 

 

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3 Replies
CatinaT1
Expert Alumni

1099-R inherited federal pension balance

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

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1099-R inherited federal pension balance

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

 

Thanks, Jon

RobertB4444
Expert Alumni

1099-R inherited federal pension balance

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

 

@jonathanlauch 

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