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My mother-in-law passed away in 2017 left an annuity to my husband. Taxes were taken out. Do we need to include this as income on our tax return?

My mother-in-law passed away in 2017 and left a small annuity to my husband.  Taxes were taken out and my husband was issued a check for the remainder.  Do we include this annuity payment as income?

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My mother-in-law passed away in 2017 left an annuity to my husband. Taxes were taken out. Do we need to include this as income on our tax return?

If he got a 1099-R, it goes on his tax return.  And they probably didn't take enough withholding.  And the state return is probably worse.

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Level 7

My mother-in-law passed away in 2017 left an annuity to my husband. Taxes were taken out. Do we need to include this as income on our tax return?

If he got a 1099-R, it goes on his tax return.  And they probably didn't take enough withholding.  And the state return is probably worse.

View solution in original post