Received 1099Composite for 2023 for my deceased cousin who passed in 2022 w/her SS on it. Payer will not change/correct the SS number to me as I am her heir. I do need to file an estate return because of her 2022 state refund - how do I handle this 1099?

Anonymous · ‎April 1, 2024

DianeW777 · ‎April 3, 2024

No, you do not need to file an estate return for a 1099-G for a state refund she received in 2023. If her final return did not use itemized deductions, then there is nothing you need o do with a state tax refund reported on the composite document. You can keep it in your file with notes.

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SteamTrain · ‎April 3, 2024

(Deleted....re-read the post.....I need to slow down)

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Received 1099Composite for 2023 for my deceased cousin who passed in 2022 w/her SS on it. Payer will not change/correct the SS number to me as I am her heir. I do need to file an estate return because of her 2022 state refund - how do I handle this 1099?