qbteachmt
Level 15

"The 1099 was issued the year after the death"

Lisa asked which year the form is for; which tax year is on that form. Not when the form was issued, but what is it for? If it is for a tax year that was filed, perhaps there simply needs to be an amendment. Or, perhaps you already included that in the filing.

A 1099 arriving in 2022 shows it is for 2021, for instance.

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