Death Benefit Exclusion on Form 1099-R

If the client is the beneficiary of a deceased employee's pension and has received a death benefit exclusion, enter the exclusion amount in the
1099R
screen, in the
Retirement
folder, in the
Death benefit exclusion
field (in the
Pension/Annuity Information
section). The lesser of the amount in this field or $5,000 is used in the calculation of the taxable pension distribution.
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