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Where I can report the pension plan benefit money that I received from my ex-husband. I am a beneficiary of his plan. Unfortunately, he passed away last year.

1099R BENEFICIARY OF PLAN BENEFITS - MY EX-HUSBAND LEFT ME
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1 Reply
PattiF
Expert Alumni

Where I can report the pension plan benefit money that I received from my ex-husband. I am a beneficiary of his plan. Unfortunately, he passed away last year.

You would enter Form 1099-R which reports the pension plan benefits from your ex-husband in the Wages and Income section of TurboTax.

 

To enter form 1099-R:

  • Click on Federal Taxes
  • Click on Wages and Income
  •  Click on I'll Choose what I work on
  • Scroll down to Retirement Plans and Social Security
  • On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the Start Button

 

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