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May 18, 2021
Question

Should I list ~$7K I got as PoD of my deceased wife's pension as "Misc. Income"? (If not, HOW??)

  • May 18, 2021
  • 1 reply
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1 reply

May 22, 2021

Generally a pension payment to a beneficiary will be reported on Form 1099-R with Code 4: Death in Box 7 (Distribution Code(s)). Check with your wife's pension to see if they sent you a form.

 

I am sorry for your loss.