Trying to add 1099-R I received for life insurance benefits for a family member. Taxes were withheld from the amount received. I don't see where to enter Life Insurance.

whitez95 — Thu, 06 Jun 2019 09:55:43 GMT

All 1099-R's are entered in the same place. A life insu...

macuser_22 — Thu, 06 Jun 2019 09:55:44 GMT

All 1099-R's are entered in the same place. A life insurance is non-qualified when you get to that question.

Enter a 1099-R here:

Federal Taxes,
Wages & Income
I’ll choose what I work on (if that screen comes up),
Retirement Plans & Social Security,
IRA, 401(k), Pension Plan Withdrawals (1099-R).

OR Use the "Tools" menu (if online version under My Account) and then "Search Topics" for "1099-R" which will take you to the same place.

Be sure to choose which spouse the 1099-R is for if this is a joint tax return.
Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.

[NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep going as there are additional interview questions after that screen in most cases. You can always return as shown above.]

topic Trying to add 1099-R I received for life insurance benefits for a family member. Taxes were withheld from the amount received. I don't see where to enter Life Insurance. in Retirement tax questions

Trying to add 1099-R I received for life insurance benefits for a family member. Taxes were withheld from the amount received. I don't see where to enter Life Insurance.

All 1099-R's are entered in the same place. A life insu...