DianeW777
Expert Alumni

Get your taxes done using TurboTax

Yes, you list those amounts on your tax return.  These were monies received by you, as beneficiary, after the death of your mother. Because the money belongs to you, it must be reported on your tax return. It is because any money received after death belongs to the beneficiary and not the decedent.

 

Many people have had to deal with this and the tax law is quite clear. Only money received by the deceased before death goes on their final return.  The information below is for understanding if you feel like you want to review.

I send my sympathies to you and your family.

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