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April 18, 2022
Question

I receive my brother's pension after he died. How do I file that?

  • April 18, 2022
  • 1 reply
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1 reply

April 18, 2022

Normally a pension will be reported on Form 1099-R. To report a 1099-R in TurboTax:

 

  1. Open your return and make sure you are in the Federal section.
  2. Select Income from the upper left.
  3. Find IRA, 401(k), Pension Plan Withdrawals (1099-R), on the list, click Start or Review to the right. 
  4. Answer the first question Yes.
  5. Click Continue. 
  6. Scroll down the bottom and select, Change how I enter my form. 
  7. On the next screen, select Type it in myself, in the lower right corner.
  8. Select 1099-R on the next screen and click Continue.
  9. Enter your 1099-R on the next few screens. 
  10. Keep going until you finish the section. 

 

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