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Is my check from my late husbands retirement taxable income?

 
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2 Replies

Is my check from my late husbands retirement taxable income?

Did you get a 1099R for it with your name and ssn on it?

Is my check from my late husbands retirement taxable income?

It is taxable income.

To enter pension and annuity Payments (1099-R)

•    Click on Federal Taxes
•    Click on Wages and Income
•    Click on I'll choose what I work on (if shown)
•    Scroll down to Retirement Plans and Social Security
•    On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Sorry for your loss.


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