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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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- Reporting repayment of pension after death
Reporting repayment of pension after death
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Glossy847
Level 3
07-01-2020
10:22 AM
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A client passed away in June 2019, but the executor did not notify the State of NY pension system of her death until February 2020. the amount overpaid was sent back, but how do I report an adjustment to her pension for 2019 as the full amount was reported on the 1099R $45000 reported - $13,000 repaid
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