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Level 7
February 20, 2020
Solved

Widow has 1099-R in deceased husband's name & SSN

  • February 20, 2020
  • 3 replies
  • 40 views

The issuing Fidelity say that it cannot be corrected into her name. (He died in June 2018 and they were promptly informed. They switched to her name halfway thru 2019.) Do I report in her name, both distribution and federal withholding even if SSN's don't match?

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Best answer by Terry53029

That is what I have done, and also attach an explanation

3 replies

Just-Lisa-Now-
Intuit Community Champion
February 20, 2020

It would go on his estate tax return.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Accountant-Man
Level 13
February 20, 2020

Yes, assuming that she received all the money.

** I am "Elevating with Intention!"
Intuit Community Champion
February 20, 2020

That is what I have done, and also attach an explanation