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tudor-
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How do I include Mel’s Boeing retirement in my taxes for 2020. Mel passed away in April 2021 so I am new to this?

How do I include my late husband’s retirement money in my 2020 tax return?
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How do I include Mel’s Boeing retirement in my taxes for 2020. Mel passed away in April 2021 so I am new to this?

You should be filing 2020 as a Joint return.  You should have received a 1099R for it.

Enter a 1099R under

Federal Taxes Tab or Personal (Home & Business)

Wages & Income at the top

 

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit

 

If you are filing a Joint return be sure to pick which person it is for.

 

Don't enter the bank or broker name and don't try to import it.  It is just as fast and easy to manually enter it.  At the bottom pick -  Change How I enter my Form

Then on the next screen pick I'll Type it in Myself

rjs
Level 15
Level 15

How do I include Mel’s Boeing retirement in my taxes for 2020. Mel passed away in April 2021 so I am new to this?

If you don't have the Form 1099-R, you will have to contact Boeing, or whoever actually paid the retirement income, and ask for a duplicate copy.

 

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