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I was left a portion of my mothers pension when she died. The lump sum was taxed before it was distributed. Do I still have to claim the money as income and does that mean it gets taxed again?

 
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dmertz
Level 15

I was left a portion of my mothers pension when she died. The lump sum was taxed before it was distributed. Do I still have to claim the money as income and does that mean it gets taxed again?

Thin income is includible on your tax return by entering the Form 1099-R into TurboTax to determine the true increase in your tax liability resulting from this distribution and whatever amount was withheld for federal taxes, shown in box 4 of the Form 1099-R, is separately credited on Form 1040 line 17.

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