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February 17, 2025
Question

Where do I input income i received on a 1099R from the death of a family member (grandmother).

  • February 17, 2025
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    February 18, 2025

    Your Form 1099-R should have a Code 4 in Box 7 indicating that your distribution is a “death distribution”.  Enter this form in the Wages and Income section, you will then be asked additional questions about the decedent to properly report the distribution and to not over-pay in tax. 
     

    To enter Form 1099-R, follow the instructions below. 
     

    If you are using TurboTax Online 

    • From the Tax Home screen locate the Income section. Scroll down and click on +Add Income.
    • Locate the section for Retirement Plans and Social Security.  Click add next to IRA, 401(k), Pension Plan Withdrawals (1099-R) (this will add the section to your main screen)
    • Go back to the Tax Home screen and under Income, locate the section you just added for the 1099-R. Input the information as shown on your form and answer the questions related to the decedent.
       

    If you are using TurboTax Desktop

    • From the main screen locate the Federal Taxes tab, then Wages and Income.
    • Locate the section for Retirement Plans and Social Security.  Click start next to IRA, 401(k), Pension Plan Withdrawals (1099-R)
    • Input the information as shown on your form and answer the questions related to the decedent.