topic My husband received a lump sum payment for retirement from a previous employer. Where do I put it on the return? in Retirement tax questions

My husband received a lump sum payment for retirement from a previous employer. Where do I put it on the return?

aliciak13 — Wed, 11 Feb 2026 04:27:04 GMT

I did not receive any tax form for it. Where do I report it?

Re: My husband received a lump sum payment for retirement from a previous employer. Where do I put it on the return?

xmasbaby0 — Mon, 05 Feb 2024 15:30:33 GMT

Provide some details. Do you mean he left an employer and the employer sent him the money that had been in a 401k, etc.? If so, he has to enter a 1099R. If they did not send one, you may need to get it from the plan's website.

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.

Re: My husband received a lump sum payment for retirement from a previous employer. Where do I pu...

JohnB5677 — Mon, 05 Feb 2024 15:40:14 GMT

A distribution from a retirement account should be accompanied by a 1099-R reporting the distribution.

If possible you should contact that employer and request the form.
In the event you can not get a 1099-R, the income will still have to be reported.

To post the 1099-R

Select Wages & Income

Scroll down and select IRA, 401(k), Pension Plan Withdrawals (1099-R)
The screen should show Here's your 1099-R info
At the bottom of the page click on [+ Add another 1099-R]
You'll see Let's import your tax info
Scroll to the bottom and select [Change how I enter my form]
How would you like to upload your 1099-R?
Say to [Type it myself]
Who does this 1099-R belong to?
Continue through the interview.
You will come to the screen: Do any of these situations apply to you?
Select I need to file a substitute 1099-R
Continue the interview

If I've misunderstood your question, and this does not completely answer it, please contact us again and provide some additional details.