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Widow has 1099-R in deceased husband's name & SSN

Greta
Level 8

The issuing Fidelity say that it cannot be corrected into her name. (He died in June 2018 and they were promptly informed. They switched to her name halfway thru 2019.) Do I report in her name, both distribution and federal withholding even if SSN's don't match?

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Terry53029
Level 12
Level 12

That is what I have done, and also attach an explanation

View solution in original post

3 Replies 3
Just-Lisa-Now-
Level 15
Level 15

It would go on his estate tax return.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Accountant-Man
Level 11

Yes, assuming that she received all the money.

** I'm still a champion... of the world! Even without The Lounge.
Terry53029
Level 12
Level 12

That is what I have done, and also attach an explanation

View solution in original post