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sbriner93
New Member

My step father had passed away way last year and I had received the remander of his retirement and filled out a w2 where would i imput it when i recieve it

 
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Hal_Al
Level 15

My step father had passed away way last year and I had received the remander of his retirement and filled out a w2 where would i imput it when i recieve it

"filled out a w2". You probably mean a W-9. which just provides your SS#.

Although inheritances are generally not subject to income tax, retirement plans are an exception. But you will receive a form 1099-R for the distribution.

You will enter it as retirement income. Type> 1099-R <in the find box.

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1 Reply
Hal_Al
Level 15

My step father had passed away way last year and I had received the remander of his retirement and filled out a w2 where would i imput it when i recieve it

"filled out a w2". You probably mean a W-9. which just provides your SS#.

Although inheritances are generally not subject to income tax, retirement plans are an exception. But you will receive a form 1099-R for the distribution.

You will enter it as retirement income. Type> 1099-R <in the find box.

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