I received a one time payment of $5000.00 from my dads union pension when he passed away in 2023 but the federal tax was deducted first, how do I let TurboTax know?
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I received a one time payment of $5000.00 from my dads union pension when he passed away in 2023 but the federal tax was deducted first, how do I let TurboTax know?
posted
February 9, 202510:47 AM
last updated
February 09, 202510:47 AM
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I received a one time payment of $5000.00 from my dads union pension when he passed away in 2023 but the federal tax was deducted first, how do I let TurboTax know?
You should have received a Form 1099-R which would have had the federal tax withheld reported in box 4 of the 1099-R.