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New Member
posted Jun 7, 2019 3:55:36 PM

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

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1 Replies
Level 15
Jun 7, 2019 3:55:38 PM

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.