cafroning
Level 1
04-06-2023
03:30 PM
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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??
cafroning
Level 1
04-06-2023
03:41 PM
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It's not under her social security number. So, how is it entered on the return?
BobKamman
Level 15
04-06-2023
03:41 PM
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jamewilkiesdoug
Level 1
04-08-2023
01:18 AM
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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.