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Level 7
May 26, 2022
Question

SSA-1099 not corrected to show amounts debited from decedent's bank account

  • May 26, 2022
  • 1 reply
  • 10 views

Decedent passed away in early February 2021. 3 social security payments are reported on the decedent's SSA-1099. However, 2 of the payments were debited from the decedent's bank account and a letter sent to the personal representative explaining why the account was being debited.

The SSA did not issue a corrected SSA-1099 to show only 1 payment. I don't see a place in PS to adjust the amount reported on the SSA-1099.

How do I adjust the amount to be reported on the decedent's 1040. His other income causes any social security income to be taxed.

Thank you.

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1 reply

Just-Lisa-Now-
Intuit Community Champion
May 26, 2022
Youd need a corrected 1099SSA
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪