I received death benefit and was paid in a lump sum how do i report it. I have a letter from CALSTRS

markdevictoria01 — Thu, 06 Jun 2019 09:56:22 GMT

Death Payment 6163.00 and an accrued benefit of 1089.00 ...Total Taxable Distribution 7252.00 - 1342(fed. tax witheld) How do I report this?

That looks like it should have been reported to you on a...

MichaelDC — Thu, 06 Jun 2019 09:56:24 GMT

That looks like it should have been reported to you on a 1099-R.

Theoretically, you can make a substitute 1099-R if you have all the info needed, but you'll have to mail the return in. Use Code 4 in Box 7.

Even though your best bet is to go online to get the copy from CALSTRS, here's how to enter the substitute 1099-R:

1. Click on Federal Taxes.

2. Select Wages and Income.

3. Select “I’ll choose what I work on”.

4. Scroll down to Retirement Plans and Social Security”.

5. Select “IRA, 401(k), Pension Plans (1099-R).

6. On the screen “Tell Us Which 1099-R You Have”, there is a box “I need to prepare a substitute 1099-R”. Click on that box and continue.