1099R for deceased spouse

Forum|Forum|3 years ago
April 4, 2023
3 replies
25 views

TP received 2022 1099R in deceased spouse's name only. Spouse passed in 2021.
How to proceed?

ProSeries Basic

This topic has been closed for replies.

Best answer by BobKamman

If the spouse got the money in 2022, the spouse pays tax on it. IRS is not going to complain if it is reported on the survivor's 2022 tax return. Requesting a corrected 1099R is unnecessary, unless there was tax withheld that the spouse wants to claim (like, more than $5).

Camp1040

Level 10

Is the SSN the spouse or the TP? What is the code in Box 7? The income may belong to the TP, if all the above belong to the spouse and the TP received the income..ask for a corrected 1099-R

T

taxes96786

Level 8

Have the client get a corrected 1099 from the issuer that shows the right SSN.

BobKammanAnswer

Level 15

If the spouse got the money in 2022, the spouse pays tax on it. IRS is not going to complain if it is reported on the survivor's 2022 tax return. Requesting a corrected 1099R is unnecessary, unless there was tax withheld that the spouse wants to claim (like, more than $5).

T

taxes96786

Level 8

Bob...I agree, if the spouse is doing a MFJ for 2022, if not the IRS will likely question where the 2022 return is for the deceased spouse. Having the 1099 corrected will eliminate this headache.

BobKamman

Level 15

The spouse will not be doing MFJ in 2022 because the death was in 2021.

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