I am sorry for your loss. You should receive Form 1099-R from the institution handling the IRA.
To enter the
information from your 1099-R in TurboTax, please follow these steps:
- Click on Federal Taxes >
Wages & Income [In TT Self-Employed: Personal >
Personal Income].
- Scroll down to the Retirement
Plans and Social Security section and click on the Start/Revisit box
next to IRA, 4701(k), Pension Plan Withdrawals (1099-R). (See
Screenshot #1, below.)
- If you've already entered one (or
more) 1099-Rs, you will see a screen Your1099-R Entries. Click
on the link Add Another 1099-R. (Screenshot #2)
- If you haven't already entered a
1099-R, you will see the screen, Your1099-R. Click Yes and
then Continue.
- You can either import your 1099-R
or click on the I'll type it in myself box. (Screenshot
#3)
- If you select to enter the
information yourself, continue through the screens, answering the
interview questions.
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