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Level 3
March 19, 2021
Question

1099R ISSUED FOR TAX PAYER THAT IS DECEASED SINCE 2019

  • March 19, 2021
  • 1 reply
  • 0 views

I have a client that is a widow.  Her deceased husband passed in 2019 and is therefore no longer on the 2020 return, however, she has a 2020 1099-R that was issued in his name and ss#.  How do I account for this in Pro-Series?  Of course, it's throwing an error due to SS# not being on return as a filer.

Thank you for your time and assistance.

 

 

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1 reply

Just-Lisa-Now-
Intuit Community Champion
March 19, 2021

Thats would go on the 1041 return for his estate.  You'll have to apply for an EIN for the estate in order to file this 

https://proconnect.intuit.com/community/fiduciary/help/reporting-income-and-withholding-from-a-1099-r-received-by/00/3724

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
TJFERGAuthor
Level 3
March 19, 2021

All of that for $1700 which had 10% withheld from it?

Thanks Lisa.

 

 

Just-Lisa-Now-
Intuit Community Champion
March 19, 2021
Your fee would cost them more that the withholding....probably not worth worrying about.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪