joshuabarksatlcs
Level 10
‎02-19-2022 04:21 PM

RE: pennysahm, New Member, yesterday

Spouse passed in 2020 filed as a widow. Received a 1099R for deceased spouse for 2021. How do I file tax return for this 1099R?
 
@pennysahm  Yesterday, you were a New Member.  Today, you're an Old Member.  Ain't life grand?
 
Anyway, Found IT!!!  Hope it's worth the wait.
 
Below, you'll find my hero's answers in the thread 1099-R in deceased spouses name.  @codeblue123  was the Asker.  I just noticed you DID chime in there.   
If you were related to @codeblue123, there would be two deaths in you circle within two years.  Very sad!!!
 
BobKammon answered.  You DID chime in; so,  I wonder why you started another thread here.  Anyway, for what it's worth, I found my hero BobKamman's  words back in 2020, and included them below.  I'd agree with him.  I'm always late to parties and can only laugh at the jokes way after they were told.
 
@IRonMaN  said 1041.  He said it on the internet.  I also go by the rule that if it's on the internet, it has to be true.  So, you're on your own....
 
 

BobKamman
BobKamman
Level 15
02-29-2020 11:54 PM
Yes, to including the income. The tax is on the income, not on the piece of paper.

Claiming credit for the withholding: If it's $25 I probably would, to save IRS the expense of processing a lot more paperwork. If it's $2,500 I would tell the spouse to go back to the company, ask it to issue a 1099-MISC and zero out the 1099-R, and refund the withholding. People shouldn't cash other people's checks just because they're dead and then expect other people to help them out of a tax situation.

codeblue123
codeblue123
Level 3
02-29-2020 05:09 PM
The surviving spouse cashed the check, so you would include the 1099-R on the surviving spouses tax return even though it has the deceased spouse's social security number? Would you paper file the tax return because there is federal & state tax withheld on this 1099-R?

BobKamman
BobKamman
Level 15
02-27-2020 07:04 PM
If the surviving spouse cashed the check -- or if it was paid to him/her in the first place -- it's income in respect of decedent, and reported on the 1040 of the recipient.

 

I come here for kudos and IRonMaN's jokes.