msindc1
Level 5
03-15-2022
01:37 PM
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Folks:
Wife died at end of 2020. In 2021 employer remitted funds to Wife and issued a 1099-MISC. Box three is titled "Beneficiary/Estate payments, etc." but the recipient is Wife and the listed recipient SSN is Wife's. Therefore, I thought to include it on Husband's return with wife as deceased. But Lacerte tells me that Wife's date of death must be 2021 or 2022. Do I put this on a return for the estate?
Wife died at end of 2020. In 2021 employer remitted funds to Wife and issued a 1099-MISC. Box three is titled "Beneficiary/Estate payments, etc." but the recipient is Wife and the listed recipient SSN is Wife's. Therefore, I thought to include it on Husband's return with wife as deceased. But Lacerte tells me that Wife's date of death must be 2021 or 2022. Do I put this on a return for the estate?
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sjrcpa
Level 15
03-15-2022
01:44 PM
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How did employer remit funds to wife? A dead person can't cash a check.
What was the payment for?
The more I know the more I don’t know.
msindc1
Level 5
03-15-2022
01:48 PM
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I don't actually know in what form the payment was made. It might have been an electronic payment. And I don't know what the payment was for!
sjrcpa
Level 15
03-15-2022
01:51 PM
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Find out.
That will help determine whether it goes on surviving spouse's 1040 or on an estate return 1041 for the deceased.
The more I know the more I don’t know.
