Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Returning Member
posted Mar 29, 2025 11:58:43 PM

One time death benefit 1099-R_LS - but TT thinks I retired and bought an annuity

I received a small one-time lump sum death benefit from my brother's estate. It was for the three weeks of his last months annuity payment before he passed (he was retired). I entered the 1099-R_LS with Distribution Code 7 (Death Benefit) from the Office of Personnel Management - yet Turbo Tax thinks that I retired and is asking me about my "retirement plan" and "annuity start date" "plan cost", etc.".  Please help?

0 1522
0 Replies