How do I report a 1099 Misc for survivor retirement benefits for 2024 in turbo tax?

[SabrinaD2]

To report a 1099-MISC for survivor retirement benefits in TurboTax for 2024, follow these steps:

1. Open TurboTax: Start or continue your tax return.
2. Go to the Income Section:
   • Scroll to the Income section.
   • Select Add Income at the bottom and choose 1099-MISC.
3. Add 1099-MISC Information:
   • Go back to the Income section
   • Click Start or Review next to Form 1099-MISC.
   • Enter the details from your 1099-MISC form, using "Survivor Retirement Benefits" as the description.
4. Answer Follow-Up Questions:
   • When asked if the income involves work like your main job, select "No."
   • Indicate that the income did not involve an intent to make money.

Special Note for SSA Forms:

• If you received SSA-1099, SSA-1099-SM, or SSA-1099-R-OP1, follow the specific instructions for those forms here.