DianeW777
Expert Alumni

Get your taxes done using TurboTax

If you received a W-2 for income earned while the decedent was alive then it should go on the final return of the decedent.  I realize you filed that in 2021.

 

If the income reported on the W-2 was not actually received by the decedent before death, and you actually received the income, then it is your income to report. The company should not have reported wages for a decedent after death.  

 

I would ask you to check the W-2 to see what tax year 2021 or 2022 is listed.

  1. If it is 2021, then you must amend the final return of the decedent and include the W-2.
  2. If it is 2022, it is not reported correctly.  However you should report the income on  your tax return as 'Other Income'.  
  3. Check with the employer to see if they issued the correct document for a deceased employee in a tax year after death.  If they made a mistake they may correct it for you before you file.
  4. If there is federal withholding this can also be an issue since it's not connected with your social security number.
  5. Keep all the tax documents should the IRS look for that income on the deceased tax return. 
    1. How to amend (change or correct) a return already filed? 
    2. What is the deadline for filing an amended return?
  6. If you must file an amended return for the deceased be sure to include Form 1310 to receive any refund.

Please update here if you have more questions and one of our tax experts will help you.

 

@roger-vw 

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