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Jryildiz
New Member

Parent collecting deceased pension

My father died, last year. My mom collects my dad's pension every month for survivor payment 1099-R. She is not retired yet but currently working on payroll. How should I report deceased pension pay on her return?

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1 Reply

Parent collecting deceased pension

My husband died in 2023 and I get his pension now.  Just enter the 1099R.

Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start

 

It will show up on 1040 line 5a and the taxable amount on 5b.  

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