topic Good morning, 2023 I received retirement funds from my late husband over $10,000, do I have to claim it on this year’s return or can I do it next year? in Retirement tax questions

Good morning, 2023 I received retirement funds from my late husband over $10,000, do I have to claim it on this year’s return or can I do it next year?

lolitasean2010 — Tue, 10 Feb 2026 09:55:06 GMT

1099r

Re: Good morning, 2023 I received retirement funds from my late husband over $10,000, do I have to claim it on this year’s return or can I do it next year?

dmertz — Thu, 18 Jan 2024 12:48:11 GMT

A distribution that you received in 2023 must be reported on your 2023 tax return which you are now preparing. Near January 31 you'll receive a 2023 Form 1099-R that you must enter into 2023 TurboTax.

Re: Good morning, 2023 I received retirement funds from my late husband over $10,000, do I have to claim it on this year’s return or can I do it next year?

lolitasean2010 — Thu, 18 Jan 2024 13:15:06 GMT

Thank you for the response, I checked and they saying late February 🤷🏽‍♀️

Re: Good morning, 2023 I received retirement funds from my late husband over $10,000, do I have to claim it on this year’s return or can I do it next year?

dmertz — Thu, 18 Jan 2024 14:06:22 GMT

They are required to issue the form by January 31, but it can get delayed in the mail.

Re: Good morning, 2023 I received retirement funds from my late husband over $10,000, do I have to claim it on this year’s return or can I do it next year?

xmasbaby0 — Thu, 18 Jan 2024 14:29:24 GMT

To enter your retirement income, Go to Federal> Wages and Income>Retirement Plans and Social Security>IRA 401 k) Pension Plan Withdrawals to enter your 1099R.