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March 4, 2025
Question

how do i indicate my 1099 is from the death of a spouse

  • March 4, 2025
  • 1 reply
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how do I indicate my 1099 is survivor benefits

    1 reply

    March 4, 2025

    To indicate that your 1099 income is from the death of a spouse or survivor benefits, follow these steps:

    1. 1099-R for Retirement Accounts: If you received a 1099-R, use Code 4 in Box 7, which indicates the distribution is due to the death of the account holder
    2. If you received an SSA-1099 for Social Security survivor benefits, report it as you would any other Social Security income. TurboTax will guide you through entering this information
    3. For other types of 1099 forms (e.g., 1099-DIV, 1099-INT), report the income as usual. If the income is in respect of a decedent, it should be included in the income of the beneficiary or the estate

    Please clarify which type of 1099 you received and reach back out if assistance is needed.