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L
laarni.p.gonzales
Level 2
April 17, 2022
Question

Tax return to file 2021 income received by a taxpayer who died in 2020?

  • April 17, 2022
  • 3 replies
  • 18 views
SSA income, investment income, 1099-R receipts
This topic has been closed for replies.

3 replies

shf1957
shf1957
Level 6
April 17, 2022

If a deceased client received income a year after their death, it sounds like no one reported to the payers that they were deceased.   If there is an estate, some one will have to notify the companies to switch the income to the estate's FIN  for that time period.

sjrcpa
sjrcpa
Level 15
April 17, 2022

Estate Form 1041.

The more I know the more I don’t know.
    qbteachmt
    qbteachmt
    Level 15
    April 17, 2022

    "SSA income,"

    You can't collect Social Security when you are dead. That would need to be returned. Someone was supposed to be in contact with all the paying entities and make sure SS documents that SS# as deceased, to help prevent fraud.

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