1099-R came in name of Trust instead of my name.

[CindyKR]

My spouse died in 2022 and I started getting their state pension. The beneficiary was our trust, so the 1099-R has the Trust name on it, with ATTN to me. The Recipient's TIN is my SSN. So, do I just enter it into TT as mine?

[DianeW777 · Accepted solution]

Yes, you enter it into your tax return.  Since it has your social security number then there is no further action required on your part.  You can talk to the state pension office to change the name for the future.  

• Where do I enter my 1099-R?

[CindyKR]

Thanks.