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I received money when my mom died from her retirement plan I got a 1099-R Do I file this as income?

 
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1 Reply
DaveF1006
Expert Alumni

I received money when my mom died from her retirement plan I got a 1099-R Do I file this as income?

Yes, this is filed as income. To file:

 

  • Open or continue your return.
  • In the Federal section, select Wages & Income.
  • Scroll to locate Retirement Plans and Social Security.
  • Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R) Or Social Security (SSA 1099, RRB 1099)

 


 

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