Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

1099-R for default loan after death of the spouse

TP82
Level 3

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?  

0 Cheers