jogo39
Level 2
02-17-2021
03:56 PM
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I have a client whose husband died in 2019 and she received a 1099 INT in his social security number. Does she need to claim this interest ? It was originally a joint account in his name and her name. I know she probably should change this at her bank so that she receives the interest income in her TIN.
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qbteachmt
Level 15
02-17-2021
04:02 PM
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"I know she probably should change this at her bank"
You think so? After all, it's going to be Two Years Ago that he died.
Of course she needs to claim it and Fix this.
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PATAX
Level 15
02-17-2021
05:07 PM
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You may want to pick it up on her tax return and after the name of the financial institution put in parenthesis: "Deceased Husband xxx-xx-xxx" the x's are his Soc. Sec. Number.
