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akmaltt
New Member

I received a 1099-R as a death benefit from my mother's pension plan. Where do I report this? It is not from my pension plan, but hers.

 
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I received a 1099-R as a death benefit from my mother's pension plan. Where do I report this? It is not from my pension plan, but hers.

Type 1099-R into the search box, click Find, then click Jump to
This is just another 1099-R and the distribution code in Box 7 tells Turbotax what it is.

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3 Replies
akmaltt
New Member

I received a 1099-R as a death benefit from my mother's pension plan. Where do I report this? It is not from my pension plan, but hers.

Yes, thanks, but the Jump To command then asks me to choose a bank to import information. This is a benefit from my mother's retirement system and she has died.  There is no place for me to enter information, because this is not from a bank.
akmaltt
New Member

I received a 1099-R as a death benefit from my mother's pension plan. Where do I report this? It is not from my pension plan, but hers.

I did the "I'll fill it in manually" choice and it generate the right form.  Sorry and thanks.

I received a 1099-R as a death benefit from my mother's pension plan. Where do I report this? It is not from my pension plan, but hers.

Type 1099-R into the search box, click Find, then click Jump to
This is just another 1099-R and the distribution code in Box 7 tells Turbotax what it is.

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