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fritzie78
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Where do I show the income I receive as survivor from my spouse's retirement?

My spouse has been deceased since 1999 and his employer had previously deducted his contributioons
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1 Reply

Where do I show the income I receive as survivor from my spouse's retirement?

Did you get a 1099R form?  

 

Enter a 1099R under
Federal Taxes on left
Wages & Income at the top
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start


Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form
Then on the next screen pick - I'll Type it in Myself

 

Be sure to pick the right kind of 1099R on the 4 boxes. 1099R or CSA1099R or CSF1099R or RRB1099R

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