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Can I use the death benefit exclusion if I receive my deceased husbands pension monthly. He died in 1994.

I don't know what this exclusion is for.
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4 Replies
MinhT1
Expert Alumni

Can I use the death benefit exclusion if I receive my deceased husbands pension monthly. He died in 1994.

No. The death benefit exclusion does not apply to you if your husband was not a Federal employee.

 

A death benefit exclusion of up to $5,000 applies to certain benefits received by survivors of retired Federal employees who died before August 21, 1996.

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Can I use the death benefit exclusion if I receive my deceased husbands pension monthly. He died in 1994.

Thank you for your answer. I appreciated it. He was a police officer but local. Have a great day.

Can I use the death benefit exclusion if I receive my deceased husbands pension monthly. He died in 1994.

May I ask 1 more question. I received a 1095-C. Each month  $65.00 is taken out automatically  for health insurance. Box 14 has a 1A, box 15 has 65.00, box 16 has 2C.  Does that get deducted anywhere?

AamilD
Expert Alumni

Can I use the death benefit exclusion if I receive my deceased husbands pension monthly. He died in 1994.

You do not have to enter a 1095-C in TurboTax.  You will  keep a copy of the 1095-C with your tax records.  The insurance company will provide the IRS with the needed information.

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