jmbillmeyer
Level 2

That is correct, no income producing assets, only what the deceased husband received as inheritance. My client is the sole beneficiary of her deceased husband's estate. The only reason they opened the estate was because the 1099-R distribution was made payable to the Estate. I was debating on just including it on the joint tax return, but will that be ok with it having an EIN and not his ssn?

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