You will enter the 1099R in TurboTax for the inherited retirement account. To enter pension and annuity Payments (1099-R) Click on Federal Taxes Click on Wages and Income 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 buttonAfter the 1099R is entered as you received it, you will then answer the questions that follow.

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pamina

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Question

How does one list a 1099-R that is for an inheritance?

Forum|Forum|7 years ago
June 7, 2019
1 reply
39 views

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TurboTax Deluxe Online

MichaelL1

Level 15

You will enter the 1099R in TurboTax for the inherited retirement account.

To enter pension and annuity Payments (1099-R)

Click on Federal Taxes
Click on Wages and Income
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
After the 1099R is entered as you received it, you will then answer the questions that follow.