Skip to main content
TurboTax
Community
TurboTax
Community
TurboTax
Community
W
waitstaff66
January 30, 2021
Question

I receive a survivors benefit from the military from my deceased husband what do i claim it as

  • January 30, 2021
  • 1 reply
  • 0 views
I am confused as to how to claim a survivors benefit from the military

1 reply

D
DanaB27
January 30, 2021

Survivors benefits from the VA (DIC) are not taxable and do not need to be included on your tax return.

 

If these are survivor benefits from his military retirement (Survivor Benefit Plan) then you should get a 1099-R and will enter it into TurboTax:

  1. Login to your TurboTax Account 
  2. Click on the Search box on the top and type “1099-R”
  3. Click on “Jump to 1099-R”
  4. TurboTax will walk you through this.

Please see Getting Your 1099-R from DFAS to get a 1099-R for Survivor Benefit Plan distribution.

 

 

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
TurboTax Expert Assist
TurboTax Expert

Get answers to all your tax questions

Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.

Terms & ConditionsCookie settingsAccessibility statement
Intuit
TurboTax Credit Karma QuickBooks MailChimp

©1997-2022 Intuit, Inc. All rights reserved.
Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks
of Intuit Inc. Terms and conditions, features, support, pricing, and service options
subject to change without notice.

Security Certification of the TurboTax Online application has been performed by
C-Level Security.

By accessing and using this page you agree to the Terms of Use.

Accessibility

TRUSTe nResult Certified e-File C-Level Security Certification