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- Re: 1099R with withholding for deceased taxpayer received in next tax year
1099R with withholding for deceased taxpayer received in next tax year
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Drphibes
Level 7
yesterday
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Hi all!
Taxpayer died at the very end of 2023, he earned partial payment of pension for Dec but it was not paid out until Jan of 2024. 2024 1099R was issued in his name and Social Security number with substantial Fed and CA withholding. There is a 2024 Trust 1041 return being done (I'm doing it). I know I can put the income on the Trust return but how do I get the withholding transferred over to the Trust? Thanks in advance!
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BobKamman
Level 15
yesterday
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Form 1041, Schedule G, Line 14. Shouldn't bother IRS, there's no cross matching of 1041 to database, just the other direction. I don't know about California. Won't hurt to attach a copy of the 1099R and a brief explanation.
They had all year to ask the payer for the money, but might have been overwhelmed by grief.
