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Where does an inheritance income on a 1099R get entered?

This inheritance income was from my father's pension death benefit.

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1 Reply
DS30
New Member

Where does an inheritance income on a 1099R get entered?

Once you have signed into your TurboTax Account (for TurboTax Online sign-in, click Here , then select "Take Me to My Return"), type "1099-R" in the search bar then select "jump to 1099-R".

Alternatively, to enter your inherited 1099- R in TurboTax Online or Desktop; please follow these steps:

  1. Once you are in your tax return, click on the “Federal Taxes” tab ("Personal" tab in TurboTax Home & Business)
  2. Next click on “Wages and Income” ("Personal Income" in TurboTax Home & Business)
  3. Next click on "jump to full list" or “I’ll choose what I work on”
  4. Scroll down the screen until to come to the section “Retirement Plans and Social Security”
  5. Choose "show more", then IRA, 401(k),Pension Plans (1099-R) and follow the onscreen instructions

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