Client death
I have a client who passed away last July but the vendor who issued her pension checks were not advised so she had all of her 2020 pension deposited into her bank account. Her accountant is trying to work out how to pay that back but it will be in the current year 2021. How do I handle filing her taxes if she received all of her payments in 2020 with taxes for both federal and state taken out but over five months of her 1099 will reflect payments after her passing? Has anyone else dealt with this?
