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J
jonathanlauch
February 15, 2024
Question

1099-R inherited federal pension balance

  • February 15, 2024
  • 1 reply
  • 0 views

My wife inherited $91 from her late mother's Federal retirement (Office of Personnel Management) and received a 1099-R for the distribution.  During the Turbo Tax review, I keep getting an error message asking for the beginning and ending date of service for the Oregon Information Worksheet.  We have no idea when my deceased mother-in-law began or ended her service with the Federal government (Veterans Affairs).  Is there a "work-around", or should I simply leave these fields blank?

 

 

    1 reply

    CatinaT1
    CatinaT1
    February 21, 2024

    Do you have a 1099R or a CSA 1099-R?  What is the code in Box 7?

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    J
    jonathanlauchAuthor
    February 21, 2024

    Yes, I have a 1099-R.  The code in Box 7 is "4 DEATH BENEFIT".  seems like that should be adequate.

     

    Thanks, Jon

    R
    RobertB4444
    February 22, 2024

    That is adequate.  Since your wife didn't serve you should just leave those fields blank.

     

    @jonathanlauch 

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
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