1099R for deceased spouse who died in 2021
I have a client whose husband passed away in 2021. He received a 1099R for tax year 2022. She is filing as Qualifying Surviving Spouse because she has a 20 year old daughter in college. The 1099R was issued in his name with his social security number. Box 7 distribution code is 4. The taxable amount is on $3,649.58. No taxes withheld. I don't believe I would file a separate return under his social security number. Suggestions??
