I have a client whose husband passed away in 2021. He received a 1099R for tax year 2022. She is filing as Qualifying Surviving Spouse because she has a 20 year old daughter in college. The 1099R was issued in his name with his social security number. Box 7 distribution code is 4. The taxable amount is on $3,649.58. No taxes withheld. I don't believe I would file a separate return under his social security number. Suggestions??
It's not under her social security number. So, how is it entered on the return?
Losing a spouse is a difficult and emotional experience, and the grief can be overwhelming. When a spouse dies in 2021, the surviving spouse may be left with many questions and concerns, including financial and legal issues.
You have clicked a link to a site outside of the Intuit Accountants Community. By clicking "Continue", you will leave the community and be taken to that site instead.