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- 1099-R for default loan after death of the spouse
1099-R for default loan after death of the spouse
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TP82
Level 3
01-31-2024
08:04 PM
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My client received a 1099-R for her deceased spouse with his SSN for 2023. It was for the amount still owed on a loan he took out against his 401k. There was no estate so does she report the 1099-R on her tax return (spouse died in 2021) or does she ignore the 1099-R?
