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david3
Level 7
July 1, 2020
Solved

How do I report a decedent's social security income when the SSA-1099 reports all income received including the amount received after DOD?

SSA-1099 reports all social security income to the decedent's SSN. The last payment was received after DOD.

How do I report the allocation between the decedent and the F1041?

Thanks.
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Accountant-Man
Accountant-ManAnswer
Level 13
July 1, 2020

SSA-1099 income doesn't go on a 1041. It needs to be returned.

** I am "Elevating with Intention!"
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4 replies

Accountant-Man
Accountant-ManAnswer
Level 13
July 1, 2020

SSA-1099 income doesn't go on a 1041. It needs to be returned.

** I am "Elevating with Intention!"
    david3Author
    Level 7
    July 1, 2020

    OK, thanks for your help.

    dkh
    dkh
    Level 15
    July 1, 2020

    SSA should have asked for the funds back that were paid after DOD and the SSA-1099 would reflect actual monies paid.

      david3Author
      Level 7
      July 1, 2020

      Great!

      The taxpayer said they received a check from the SSA after DOD. However, if that was payment for the month before DOD then would that make sense that the SSA didn't ask for the money to be paid back?

      Thanks for your help.

       

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