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April 11, 2025
Question

My recently deceased spouse received a 1099-R from NYS Teachers retirement System this is from his deceased step mothers retirement after her death. How do i enter that?

  • April 11, 2025
  • 1 reply
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Turbo Tax prompts me for her DOB and RMD which i wouldn't know.

1 reply

April 11, 2025

You will need the information to determine if an RMD is due - you should be able to check records and contact the plan administrator to see if an RMD was required.