topic How are we supposed to enter a 1099 R_LS death benefit so it doesn't look like one of us retired? in Retirement tax questions

How are we supposed to enter a 1099 R_LS death benefit so it doesn't look like one of us retired?

Cj542 — Sat, 06 Mar 2021 17:04:01 GMT

Re: How are we supposed to enter a 1099 R_LS death benefit so it doesn't look like one of us retired?

SweetieJean — Sat, 06 Mar 2021 17:07:48 GMT

You still enter the 1099-R it in Federal > Wages and Income > Retirement. The distribution code in Box (is it 4?) will tell the program that it's a death benefit. It may still be taxable, though.

Re: How are we supposed to enter a 1099 R_LS death benefit so it doesn't look like one of us retired?

SweetieJean — Sat, 06 Mar 2021 17:09:23 GMT

or did you get a 1099-LS instead? If so, see this:

I entered the amount of my 1099-LS in turbo tax i... (intuit.com)

Re: How are we supposed to enter a 1099 R_LS death benefit so it doesn't look like one of us retired?

Cj542 — Sat, 06 Mar 2021 19:03:06 GMT

At the top it says 1099 R and on the side it says 1099 R _ LS.

Across the top is says Statement of Survivor Annuity Paid.

It is a small one time death benefit from MIL's retirement.

When we enter it as a 1099 R it acts like one of us retired.

Re: How are we supposed to enter a 1099 R_LS death benefit so it doesn't look like one of us retired?

Cj542 — Sat, 06 Mar 2021 19:06:35 GMT

yes the distribution code is 4.

Re: How are we supposed to enter a 1099 R_LS death benefit so it doesn't look like one of us retired?

tallguy1963 — Sun, 30 Mar 2025 06:36:50 GMT

I am in the same situation. I received a small death benefit from my brother's estate. I entered the 1099-R_LS with Distribution Code 7 (Death Benefit), yet Turbo Tax still thinks I retired and is asking me about my "retirement plan" and "annuity". Please help!

Re: How are we supposed to enter a 1099 R_LS death benefit so it doesn't look like one of us reti...

DaveF1006 — Wed, 02 Apr 2025 23:40:38 GMT

This is because code 7 is a normal distribution code for retirement income. It was coded incorrectly. Enter this income here instead.

Log into your account
Select Wages and income
Less Common income
Miscellaneous Income, 1099-A, 1099>start
Scroll to the bottom of the page to Other Reportable Income
Other taxable income, answer yes
Then give a brief description of the income and the amount listed. Call this 1099-R Death Benefit and then the amount.