Hi all,
I wanted to double check regarding two payments made to me last year. My mother passed away last year, and at the time, she was receiving a monthly social security check and state pension payment. Social Security recalled her last payment and I had to go them and have them reissue it, however they paid it to me as a beneficiary. Also, her final state pension payment was prorated and paid to me as a beneficiary as well. As a result, I received a 1099-R from both Social Security and the state pension plan in my name and SSN for those amounts. Do I list these as retirement income on my taxes, even tho they technically were due to my mother? I don't like the extra increase to my income from this, and worried about any weird penalties, etc.?
Anyone have to deal with this before?
Thank you in advance!
