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New Member
posted May 31, 2019 9:31:23 PM

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

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1 Best answer
New Member
May 31, 2019 9:31:24 PM

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.

1 Replies
New Member
May 31, 2019 9:31:24 PM

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.