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born5
New Member

Where do I input Survivor lump sum death benefits?

it is a lump sum from a defined benefit supplement account
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2 Replies

Where do I input Survivor lump sum death benefits?

Which tax form did you receive for the death benefits?  Form 1099-R?

DianeW777
Expert Alumni

Where do I input Survivor lump sum death benefits?

If you did receive a Form 1099-R, this would be considered a pension or retirement distribution.  If that's the case then you report it using the steps in the link below.

If you have not yet received a tax reporting document, check with the company that made the payment of the survivor lump sum benefits.

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