topic Survivor 1099-R in Retirement tax questions

Survivor 1099-R

pavo1 — Thu, 12 Mar 2026 19:33:54 GMT

My husband passed away and I am now receiving a 1099-R from his employer. Under 'Pensions - taxable' in the TurboTax income summary, the amount listed is zero. I'm trying to figure out why there is no amount listed here, or what might have changed. Any help would be appreciated.

Re: Survivor 1099-R

VolvoGirl — Thu, 12 Mar 2026 19:37:37 GMT

Is it showing up under something else like IRA on 1040 line 4? Delete that 1099R and enter it again Manually. That usually fixes it. Be sure the little IRA box after box 7 is NOT checked. And check your actual 1040 return line 5a & 5b for pensions.