BobKamman
Level 15
02-27-2025
11:56 PM
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Form 1041, Schedule G, Line 14. Shouldn't bother IRS, there's no cross matching of 1041 to database, just the other direction. I don't know about California. Won't hurt to attach a copy of the 1099R and a brief explanation.
They had all year to ask the payer for the money, but might have been overwhelmed by grief.