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I received a 1099-R as a death benefit from my mother's pension plan. Where do I report this? It is not from my pension plan, but hers.

Forum|Forum|7 years ago
June 5, 2019
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TurboTax Deluxe Online

Best answer by Celery63

Type 1099-R into the search box, click Find, then click Jump to
This is just another 1099-R and the distribution code in Box 7 tells Turbotax what it is.

A

akmalttAuthor

Yes, thanks, but the Jump To command then asks me to choose a bank to import information. This is a benefit from my mother's retirement system and she has died. There is no place for me to enter information, because this is not from a bank.

A

akmalttAuthor

I did the "I'll fill it in manually" choice and it generate the right form. Sorry and thanks.

C

Celery63Answer

Type 1099-R into the search box, click Find, then click Jump to
This is just another 1099-R and the distribution code in Box 7 tells Turbotax what it is.