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June 6, 2019
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My wife was the beneficiary on my mother in-law's IRA. My wife took a lump sum distribution from the IRA of $1,700 when her mom passed. Where do we report the income?

  • June 6, 2019
  • 1 reply
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Best answer by Critter

To enter, change or delete a form 1099-R

·       Click on Federal Taxes (Personal using Home and Business)

·       Click on Wages and Income (Personal Income using Home and Business)

·       Click on I'll choose what I work on

·       Scroll down to Retirement Plans and Social Security

·       On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button


1 reply

Critter
CritterAnswer
Employee
June 6, 2019

To enter, change or delete a form 1099-R

·       Click on Federal Taxes (Personal using Home and Business)

·       Click on Wages and Income (Personal Income using Home and Business)

·       Click on I'll choose what I work on

·       Scroll down to Retirement Plans and Social Security

·       On IRA, 401(k), Pension Plan Withdrawals (1099-R), click the start or update button