Taxmaster
Level 2
02-25-2021
04:10 PM
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Client received an SSA-1099 for her social security benefits - but also received an SSA-1099 for benefits received on behalf of her deceased son. Where do I report that second form? I'm assuming these are reportable. Son was on social security disability until he died in 2019. Have never run across anything like this before. Always thought social security benefits stopped when a person dies.
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Level 15
02-25-2021
04:20 PM
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Is her SSN at the top of both forms?
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BobKamman
Level 15
02-25-2021
04:23 PM
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Along with the worker’s children and spouses, their dependent parents also may be eligible for a survivors benefit.
Taxmaster
Level 2
02-26-2021
06:47 AM
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Yes, her number appears on both.
TAXOH
Level 11
02-26-2021
07:26 AM
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I use Proseries but I just add the 2 together and enter on 1 worksheet.