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January 26, 2025
Question

How do I report a 1099 Misc for survivor retirement benefits for 2024 in turbo tax?

  • January 26, 2025
  • 1 reply
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    January 26, 2025

    To report a 1099-MISC for survivor retirement benefits in TurboTax for 2024, follow these steps:

     

    1. Open TurboTax: Start or continue your tax return.
    2. Go to the Income Section:
      • Scroll to the Income section.
      • Select Add Income at the bottom and choose 1099-MISC.
    3. Add 1099-MISC Information:
      • Go back to the Income section
      • Click Start or Review next to Form 1099-MISC.
      • Enter the details from your 1099-MISC form, using "Survivor Retirement Benefits" as the description.
    4. Answer Follow-Up Questions:
      • When asked if the income involves work like your main job, select "No."
      • Indicate that the income did not involve an intent to make money.

    Special Note for SSA Forms:

    • If you received SSA-1099, SSA-1099-SM, or SSA-1099-R-OP1, follow the specific instructions for those forms here.