Good morning, 2023 I received retirement funds from my late husband over $10,000, do I have to claim it on this year’s return or can I do it next year?

[lolitasean2010]

1099r

[dmertz]

A distribution that you received in 2023 must be reported on your 2023 tax return which you are now preparing.  Near January 31 you'll receive a 2023 Form 1099-R that you must enter into 2023 TurboTax.

[lolitasean2010]

Thank you for the response, I checked and they saying late February 🤷🏽‍♀️

[dmertz]

They are required to issue the form by January 31, but it can get delayed in the mail.

[xmasbaby0]

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.