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ccatello
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I have a w-4p. I am Receiving pension from a deceased person. I am a beneficiary. How do I add this income?

 
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I have a w-4p. I am Receiving pension from a deceased person. I am a beneficiary. How do I add this income?

You will receive a Form 1099-R from the administrator of the retirement account in January.

To enter a form 1099-R -

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button

Or enter 1099 r in the Search box located in the upper right of the program screen.  Click on Jump to 1099 r

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