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April 14, 2024
Question

I have a 1099-r from my son's retirement where he passed away i don't now what to do with it

  • April 14, 2024
  • 2 replies
  • 0 views
my son died in 2022 i received a small check from his 401k in 2023 i have a 1099-r but i don't know what to do with it

2 replies

VolvoGirl
Employee
April 14, 2024

Does the 1099R have your ssn on it?  

 

VolvoGirl
Employee
April 14, 2024

Oh I didn't finish my post, I hit the wrong button. It will probably be taxable to you.  It should show up on your 1040 line 5a and 5b.  

 

Enter a 1099R under
Federal Taxes
Wages & Income
Then scroll way down to Retirement Plans and Social Security
Then IRA, 401(k), Pension Plan Withdrawals (1099-R) – Click Start


Don't type the bank name or try to import it.
At the bottom pick - Change How I enter my Form
Then on the next screen pick - I'll Type it in Myself