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Where is a distribution from form 1099-r entered on the tax form? My wife received a Life Insurance Deferred Annuity Tax Unit distribution from her dead mother in 2018.

 
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1 Reply
KatrinaB
Intuit Alumni

Where is a distribution from form 1099-r entered on the tax form? My wife received a Life Insurance Deferred Annuity Tax Unit distribution from her dead mother in 2018.

Follow the directions below to enter your 1099-R form. 

  1. Log in and click take me to my return (unless already in).
  2. Click the Federal tab on the left side of the screen.
  3. On the next screen, scroll down to see all income.
  4. Select Show More beside Retirement Plans and Social Security
  5. Click Start beside IRA, 401(k), Pension Plan Withdrawals (1099-R).

When you enter your 1099-R form into TurboTax the code 4 in box 7 will let TurboTax know that this distribution was received from a deceased taxpayer. You will also be prompted to answer questions related to what type of distribution it was.

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