1099R ISSUED FOR TAX PAYER THAT IS DECEASED SINCE 2019

[TJFERG]

I have a client that is a widow.  Her deceased husband passed in 2019 and is therefore no longer on the 2020 return, however, she has a 2020 1099-R that was issued in his name and ss#.  How do I account for this in Pro-Series?  Of course, it's throwing an error due to SS# not being on return as a filer.

Thank you for your time and assistance.

[Just-Lisa-Now-]

Thats would go on the 1041 return for his estate.  You'll have to apply for an EIN for the estate in order to file this 

https://proconnect.intuit.com/community/fiduciary/help/reporting-income-and-withholding-from-a-1099-...

[TJFERG]

All of that for $1700 which had 10% withheld from it?

Thanks Lisa.

[Just-Lisa-Now-]

Your fee would cost them more that the withholding....probably not worth worrying about.

[TJFERG]

My thoughts!  Thanks and have a great weekend.