turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Attend our Ask the Experts event about Tax Law Changes & Forms (2024) on Mar 19! >> RSVP NOW!
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

dkmndkmn1
New Member

I received a check from the trust for the international brotherhood of electrical workers pension benefit fund. It says it’s a death claim. Is this money taxable?

My dad passed away and his union sent me what they called a death claim. A check for less than $1000 representing payment of the death claim. Trying to figure out what to do with this on my income taxes. I did not receive a form such as 1099 – INT or any other form except for this letter. Then a little while later, the check came.
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
JamesG1
Employee Tax Expert

I received a check from the trust for the international brotherhood of electrical workers pension benefit fund. It says it’s a death claim. Is this money taxable?

Generally, life insurance proceeds after the insured's death are not reported as taxable income to the beneficiaries.  

 

Check with the issuer of the check to see whether the distribution is considered taxable income.

 

See also this TurboTax Help.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question