The 1099-R I am entering is a death disbursement from a deceased wife. She was a disabled police officer. Turbo Tax thinks I'm the disabled police officer?

I am a retired police officer. I entered the information for the 1099-R for my pension. I have a second 1099-R as a death pension for my previous wife, who was a disabled police officer. The questions are asking me if I'm the disabled police officer, and at what age I could have retired if I was not disabled. These do not apply to me. How do I complete this entry?

502

New Member

Jun 1, 2019 5:50:51 PM

If you are filing jointly with a deceased spouse, make sure you selected her name as the owner of the 1099-R. Also, make sure the ode in box 7 is 4 and not 3. You may need to get a corrected 1099-R.

New Member

Jun 1, 2019 5:50:52 PM

Nope. I’m filing jointly with current wife.

New Member

Jun 1, 2019 5:50:55 PM

Is the ode 3 or 4?

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The 1099-R I am entering is a death disbursement from a deceased wife. She was a disabled police officer. Turbo Tax thinks I'm the disabled police officer?