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M
MHardy707
February 28, 2025
Question

My daughter gets a payment from my disability retirement. A 1099-R. How do I enter this?

  • February 28, 2025
  • 1 reply
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    1 reply

    DoninGA
    DoninGA
    Employee
    February 28, 2025

    She would enter the Form 1099-R on her tax return.

    If the amount distributed in box 1 is greater than $14,600 if she is Single she is required to file a tax return.

    If the amount is less then $14,600 and there were no federal income taxes withheld shown in box 4 of the form, and she has no other income, she is not required to file a tax return.

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