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How to report 1099 income earned after tax year through date of death for deceased person's final tax return?
I'm using TurboTax Premier to prepare my mother-in-law's final Form 1040. She passed in February 2024 following a long and happy life:) I've already entered into TurboTax all of her reported 1099-R and SSA-1099 income for the current 2023 tax year. However, I know that I also need to report on her final 1040 any income and taxes withheld she received in January and February 2024 (pension and SSA) prior to her date of death through the filing date. Question: where do I enter these 2024 amounts in TurboTax for her 2023 Form 1040? Thanks for any guidance.
March 14, 2024
10:54 PM