Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
New Member
posted Oct 11, 2023 5:47:33 PM

Where do I add my deceased husband’s monthly retirement check? Besides my social security it is my only other income

0 2 623
1 Best answer
Level 15
Oct 11, 2023 5:50:32 PM

Does it come in  your name and your ssn?   You should have a 1099R for it.

 

 

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


Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form
Then on the next screen pick - I'll Type it in Myself

 

 

2 Replies
Level 15
Oct 11, 2023 5:50:32 PM

Does it come in  your name and your ssn?   You should have a 1099R for it.

 

 

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


Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form
Then on the next screen pick - I'll Type it in Myself

 

 

Level 15
Oct 11, 2023 6:47:00 PM

@hana1ari how large  is the retirment payment?

 

I am going to assume he passed prior to this tax return year, meaning the code in Box 7 is a "4" on the FOrm 1099-R. 

 

if the pension is less than $14,700 (2022), there would be no requirement to file as you state that is your only non-SS income.