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jogo39
Level 2
February 17, 2021
Solved

Interest Income

  • February 17, 2021
  • 2 replies
  • 23 views

I have a client whose husband died in 2019 and she received a 1099 INT in his social security number.   Does she need to claim this interest ?  It was originally a joint account in his name and her name.  I know she probably should change this at her bank so that she receives the interest income in her TIN.

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Best answer by PATAX

You may want to pick it up on her tax return and after the name of the financial institution put in parenthesis: "Deceased Husband xxx-xx-xxx" the x's are his Soc. Sec. Number.

2 replies

qbteachmt
qbteachmt
Level 15
February 17, 2021

"I know she probably should change this at her bank"

You think so? After all, it's going to be Two Years Ago that he died.

Of course she needs to claim it and Fix this.

Don't yell at us; we're volunteers
PATAX
PATAXAnswer
Level 12
February 17, 2021

You may want to pick it up on her tax return and after the name of the financial institution put in parenthesis: "Deceased Husband xxx-xx-xxx" the x's are his Soc. Sec. Number.

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