My recently deceased spouse received a 1099-R from NYS Teachers retirement System this is from his deceased step mothers retirement after her death. How do i enter that?
Turbo Tax prompts me for her DOB and RMD which i wouldn't know.
01826
1 Replies
MaryK4
Expert Alumni
Apr 11, 2025 9:50:17 AM
You will need the information to determine if an RMD is due - you should be able to check records and contact the plan administrator to see if an RMD was required.