Greta
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
			Level 9
		
	
				
		
	
		
			
    
	
		
		
		02-20-2020
	
		
		08:11 AM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
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The issuing Fidelity say that it cannot be corrected into her name. (He died in June 2018 and they were promptly informed. They switched to her name halfway thru 2019.) Do I report in her name, both distribution and federal withholding even if SSN's don't match?
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			Level 15
		
	
				
		
	
		
			
    
	
		
		
		02-20-2020
	
		
		08:24 AM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
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It would go on his estate tax return.
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			Accountant-Man
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
			Level 13
		
	
				
		
	
		
			
    
	
		
		
		02-20-2020
	
		
		08:25 AM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
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Yes, assuming that she received all the money.
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			Level 15
		
	
				
		
	
		
			
    
	
		
		
		02-20-2020
	
		
		08:25 AM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
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That is what I have done, and also attach an explanation