Drake Tax - 1099-R Income from a Deceased Spouse

Article #: 12023

Last Updated: October 21, 2024

 


Tags: Drake Tax 1099R

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How to mark the 1099-R as income received because of a deceased spouse

Open screen 1099 > Special Tax Treatments tab. At the right, under the State Use Only section, select Income received because of a deceased spouse. This check box is for state use only and does not affect the federal return.

Image of "Income received because of a deceased spouse" check box on the "Special Treatments" tab of screen 1099.