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sccarpenters
Level 1
June 1, 2019
Solved

Inheritance income

I received annuities in 2016 after the death of a relative. I have 1099-R forms for the three payments/instruments, showing taxable amounts and taxes I withheld for federal and state. How do I record these on Turbo Tax? Can't seem to find anything like this under "other income". Thanks
Answer
June 1, 2019

Go to the Wages and Income screen.

Scroll down to Retirement Plans and Social Security.

Select IRA, 401(k), Pension Plan Withdrawals 

The next screens will step you through adding as many 1099-Rs as you have.

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1 reply

Anonymous
Answer
June 1, 2019

Go to the Wages and Income screen.

Scroll down to Retirement Plans and Social Security.

Select IRA, 401(k), Pension Plan Withdrawals 

The next screens will step you through adding as many 1099-Rs as you have.

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