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oanealy
New Member

Do I file a 2023 amendment for Form 1099 I received a couple of weeks ago for money paid to me (beneficiary) in 2023 due to my mother's death?

I was one of two the beneficiaries of a small pension plan/policy after my mom passed away in 2023, Do I need to file a tax amendment?
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1 Reply
JohnB5677
Expert Alumni

Do I file a 2023 amendment for Form 1099 I received a couple of weeks ago for money paid to me (beneficiary) in 2023 due to my mother's death?

Please clarify your question.

Unfortunately, we can't see your tax return to to evaluate your problem.   I'll have to ask you a couple of questions.

 

  • What form are you trying to file?
  • 1099-l ?

Please contact us again with any additional questions or to provide some additional details.

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