Hello,
I received a 2nd 1099-R from Social Security for 2025. I'm trying to determine how I would enter the amount of the 2nd 1099-R into Turbo Tax.
I received my normal 2025 1099-R from Social Security.
My brother passed away in 2023 and I was his Estate Administrator.
My brother's last 2023 Social Security check was owed to him when he passed away.
I did receive this check in 2025 and I received a 2025 1099-R for it with his name but my Social Security Number.
When going through Turbo Tax, I could see only two ways to enter the 2nd (my brother's) 1099-R amount.
I could add the amount to my Social Security 1099-R Net Benefits total.
OR
I could enter it as a Social Security lump sum payment but Turbo Tax only allows a 2024 or earlier date for this payment. This payment was made to me in 2025.
What is the best way to proceed? Is there a different way I should be entering this amount?
Thanks.