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posted Jun 4, 2019 5:41:26 PM

I am a widow and I receive a monthly payment from my husbands retirement pension how do i file

The pension fund is State Teachers Retirement Pension Fund of Ohio

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1 Best answer
Expert Alumni
Jun 4, 2019 5:41:27 PM

You should have form 1099-R reporting the distribution, please report it as such in TurboTax:

  1. Federal Taxes
  2. Wages and Income
  3. Scroll down to Retirement Plans and Social Security
  4. Select IRA, 401(k), Pension Plans (1099-R) - you will be asked some additional questions about the distribution, please be sure to answer them. 

1 Replies
Expert Alumni
Jun 4, 2019 5:41:27 PM

You should have form 1099-R reporting the distribution, please report it as such in TurboTax:

  1. Federal Taxes
  2. Wages and Income
  3. Scroll down to Retirement Plans and Social Security
  4. Select IRA, 401(k), Pension Plans (1099-R) - you will be asked some additional questions about the distribution, please be sure to answer them.