Open TurboTax

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
Announcements
Still need to file? Our experts can get your taxes done right. Get started >
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

cancel
Showing results for 
Search instead for 
Did you mean: 
tudor-
New Member

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?
2 Replies
VolvoGirl
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?

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.

 

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
message box icon

Ready to start your taxes?

Hand off your taxes, get expert help, or do it yourself.

See Pricing
Manage cookies
v
ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz0123456789-_~