shf1957
Level 7
03-20-2024
09:04 PM
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Have a client who's mother died in early 2022 and this February received a 1099 dated for 2023 interest earned under 2500. I know it's under the standard deduction but it is unearned income. Do we just ignore it or file the taxes?
Edited: I now have another one who received a 1099R in his name for 2023 and also passed early in 2022.
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