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M
milkman
Level 3
March 10, 2023
Solved

inherited retirement account

  • March 10, 2023
  • 1 reply
  • 12 views

My elderly client was recipient  of her deceased brother's retirement account (1099R). The 1099R has her brother's TIN , but is made out to his estate and her.  Her only other income is social security.  The amount is substantial and would subject some of her social security to taxation.

My issue is the 1099R has her brothers SSN.  She doesn't have a problem paying the extra tax.  

How should this be handled??

This topic has been closed for replies.
Best answer by sjrcpa

If she got the money she should report it on her 1040.

If there was tax withholding IRS correspondence may ensue because the 1099-R has deceased's SSN.

1 reply

sjrcpa
sjrcpaAnswer
Level 15
March 10, 2023

If she got the money she should report it on her 1040.

If there was tax withholding IRS correspondence may ensue because the 1099-R has deceased's SSN.

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