I have a question about two of the 1099-R forms I received. Thank you.

[DanaB]

What is your question?

[gdonnelly2]

My wife died with an outstanding loan on her work 401-k.  The loan was in her name only.  I rolled over the work account to another 401-k account in my name.  I was told the loan was treated as a default because it was not paid off before she died.  Received a 1099-R for the outstanding loan amount.  How do I report this?

[DanaB]

I'm sorry for your loss.

[DanaB · Accepted solution]

You will have to enter the 1099-R into TurboTax:

1. Click "Personal Income" on the top
2. Click "I'll choose what to work on"
3. Scroll down and click "Start" next to "IRA, 401(k), Pension Plan (1099-R)" 
4. Answer "Yes" to the question "Did You Have Any of These Types of Income?"
5. Click "I'll Type it Myself"
6. Choose "Form 1099-R, Withdrawal of Money from 401(k) Retirement Plans, Pensions, IRAs, etc."
7. Click "Continue" and enter the information from your 1099-R
8. TurboTax will walk you through the questions.