topic Where do I enter my income from my deceased husband's Air Force Pension? in Retirement tax questions

Where do I enter my income from my deceased husband's Air Force Pension?

user8304632083 — Fri, 19 Mar 2021 01:48:07 GMT

I am having difficulties when I search the Financial Institution. I enter Defense Finance and Accounting Service but I am not successful .

Re: Where do I enter my income from my deceased husband's Air Force Pension?

JanAnnDan — Fri, 19 Mar 2021 02:20:22 GMT

It sounds like you are trying to download the information from the provider. However, you can enter the information manually into Turbotax.

Re: Where do I enter my income from my deceased husband's Air Force Pension?

VolvoGirl — Fri, 19 Mar 2021 02:23:56 GMT

Don't enter the bank or broker name and don't try to import it. It is just as fast and easy to manually enter it. At the bottom pick - Change How I enter my Form

Then on the next screen pick I'll Type it in Myself

The easiest way to get to the 1099-R entry screen is to simply search for 1099-R (upper- or lower-case, with or without the dash) in your TurboTax program and then click the "Jump to" link in the search results.

Enter a 1099R under

Federal Taxes Tab or Personal (Home & Business)

Wages & Income at the top

Then scroll way down to Retirement Plans and Social Security,

Then IRA, 401(k), Pension Plans (1099R) - click Start or Revisit