Thank you for the reply.
1. Husband died 12/25/22. I went through the screens for 2023 1040 for filing single. There is no box to designate who 1099R is for. I see 1099R fill in items and then several screens before I see the file a substitute 1099R check box. Are you are saying fill in 1099 form with info from husband's 1099? I ask because it will be read as wife's income. Then I see the 4852 items. We did tell them husband died, and they gave wife his benefits under her name for which we have a 1099R, but we didn't call and request a corrected 1099R yet for this separate $3,000 1099R. Also confirming that neither TIN or 1041 is due for the husband, right? BTW, the retirement plan reversed any payments not due to husband or wife. Thank you so much.
2. Husband's daughter named as executor in his will if his wife passed away. There is no probate for husband because all real and other property went to wife. Since no probate for husband daughter is named in will but not court appointed. No tax refund involved. Does she state executor in box for third party designee and create a PIN to put in box? Thank you so much.
