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

[Greta]

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?

[Just-Lisa-Now-]

It would go on his estate tax return.

[Accountant-Man]

Yes, assuming that she received all the money.

[Terry53029 · Accepted solution]

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