AnnetteB6
Employee Tax Expert

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If the SSA-1099SM has your husband's Social Security number on it as the recipient, then you do not report that as part of your tax return.  It would only be reported on a return filed for your husband.  

 

If it was reported to you as income, with your Social Security number on the form, then you would include it with your other box 5 amount already reported to you.  

 

Your question stated that your husband passed away in 2005.  If that was a typo and instead he passed in 2025, then you may be eligible to file a joint return for 2025.  If that is the case, then his SSA-1099SM would be reported as part of that joint return.

 

 

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