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Returning Member
posted Mar 9, 2025 2:59:27 PM

Can you help clear 2 review issues related to a 1099R Death Benefit distribution?

We are in an endless loop of trying to enter the correct information related to this 1099R. No matter how we answer the questions the review comes back the same. Talking with support only led us to you need to upgrade to speak with a tax expert.

0 4 1134
4 Replies
Expert Alumni
Mar 17, 2025 6:33:32 AM

What is the nature of the distribution?  Military, civil service, IRA, annuity?  What is the code reported in box 7 of the IRS form 1099-R?

 

Please clarify.

Returning Member
Mar 17, 2025 9:43:34 AM

My mom died and I received a lump some death benefit  (Form CSF 1099R Statement of Survivor Annuity Paid ) as she was a retired US Postal Employee. Federal tax was  taken out and shows in box 4 - Federal Income Tax Withheld. Box 1 Gross Distribution is filled in as well. Box 7 Distribution Code is 4 - DEATH BENEFIT.

Expert Alumni
Mar 26, 2025 8:31:16 AM

If you would like to send us a “diagnostic” file that has your “numbers” but not your personal information it would help.  If you would like to do this, here are the instructions:  (Don't forget to give us the state)

 

TurboTax Online:

Open your return -Go to the menu panel on the left side of your return and select Tax Tools. 

  1. Then select Tools below Tax Tools. 
  2. A window will pop up which says Tools Center.  
  3. On this screen, select Share my file with Agent. 
  4. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. 
  5. Reply to this thread with your Token number and your state. This will allow us to open a copy of your return without seeing any personal information.  

TurboTax Desktop:

If you like, you can send a copy of your return that will be scrubbed to eliminate your personal data by using these steps:

  1. Click on Online in the top left menu of TurboTax CD/Download for Windows
  2. Select 'Send Tax File to Agent'
  3. Write down or send an image of your token number and state then place in this issue.
  4. We can then review your exact scenario for a solution.
  5. Please also tell us any states included in the return. This is necessary for us to view the return.

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution. 

 

@Jonesie 

Returning Member
Mar 29, 2025 11:53:46 PM

Hello... I have the same issue except no federal taxes were taken out.  I received a small one-time lump sum death benefit from my brother's estate. It was for the three weeks of his last months annuity before he passed (he was retired USPS worker also). I entered the 1099-R_LS with Distribution Code 7 (Death Benefit) from the Office of Personnel Management - yet Turbo Tax thinks that I retired and is asking me about my "retirement plan" and "annuity start date, plan cost, etc.".