I've been using the simplified method year after year for this particular client. The husband passed in July and the wife received two RRB-1099's which hasn't happened before. One is the same as she received in previously years. The other form seems it's because of her husband death. I say this because box 3 (employee Contributions) is the same on both forms. I do see that the husbands total gross paid (box 7) is just for the 7 months that he was alive. I don't know how to handle completing the simplified method worksheet with this extra form. I did entered the 7 months that he was alive on his worksheet that I always used which is associated with his RRB-1099. I entered the RRB-1099 that the wife normally gets on her simplified worksheet but am stumped as to how to account for the extra RRB-1099. I don't know if any of that gross amount paid ($17,824.28) should be excluded from being taxed since I don't know what to do on the simplified worksheet. Thank you!
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