Yes, this is filed as income. To file: Open or continue your return. In the Federal section, select Wages & Income. Scroll to locate Retirement Plans and Social Security. Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R) Or Social Security (SSA 1099, RRB 1099)

Question

I received money when my mom died from her retirement plan I got a 1099-R Do I file this as income?

Forum|Forum|2 years ago
February 23, 2024
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TurboTax Deluxe Online

DaveF1006

Yes, this is filed as income. To file:

Open or continue your return.
In the Federal section, select Wages & Income.
Scroll to locate Retirement Plans and Social Security.
Select Start or Revisit next to IRA, 401(k), Pension Plan Withdrawals (1099-R) Or Social Security (SSA 1099, RRB 1099)

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