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Receive pension payments from deceased spouse - equal periodic payments

Forum|Forum|1 year ago
April 2, 2025
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I receive a monthly payment from my deceased husbands pension until I turn 72 or remarry. Should I be listed the amount I receive under the "Other Tax Situations - equal periodic payments" ?

Best answer by dmertz

For payments made to you as beneficiary of your deceased spouse's pension, I would expect the Form 1099-R to have code 4 which would already mean that the distribution is not subject to any early-distribution penalty. There is no need to claim an exception if you have no such penalty to begin with.

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JamesG1

Are you referring to the screen Any Periodic Payments?

If so, you likely should report Yes, I got regular payments from this retirement account.

If you are at this screen, the software is determining how much of the pension distribution should be taxable income.

Perhaps, you received an IRS form 1099-R which reports and amount in box 1 but blank in box 2a? Is this correct?

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M

MommaOf4GreatKidsAuthor

Yes I get a 1099-R. They report the whole amount disbursed to me in Box 1 & 2a

M

MommaOf4GreatKidsAuthor

I was looking at the "other tax situations" section in Turbo Tax for extra tax on early retirement withdrawls

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dmertzAnswer

For payments made to you as beneficiary of your deceased spouse's pension, I would expect the Form 1099-R to have code 4 which would already mean that the distribution is not subject to any early-distribution penalty. There is no need to claim an exception if you have no such penalty to begin with.