Solved
Widow received 2021 1099-R for husband deceased 12/28/20
I include the income. But can I credit her with the federal and state taxes withheld?
This topic has been closed for replies.
That should go on a 1041 estate return for the deceased husband. The income will funnel to her on a K-1, but I think you'll end up with the withholding being refunded to the estate....Im not sure you can move that withholding over to the beneficiary on their K-1.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
