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How do i add survivors annuity to my STATE PENSION ,AND SS?

 
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How do i add survivors annuity to my STATE PENSION ,AND SS?

The survivor annuity if you are receiving monthly income you would be getting a 1099R.

It is reported as follows:

To enter pension and annuity Payments (1099-R)

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • 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

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1 Reply

How do i add survivors annuity to my STATE PENSION ,AND SS?

The survivor annuity if you are receiving monthly income you would be getting a 1099R.

It is reported as follows:

To enter pension and annuity Payments (1099-R)

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • 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

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