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How do I file a 2018 return for a person who died in 2017?
A retirement account was paid in 2018 for my spouse who died in 2017. She was assigned a new ID number. I received a 1099-R
June 4, 2019
9:19 PM
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Get your taxes done using TurboTax
If it has her SSN on the 1099-R, it has to go on her 2018 Estate Income tax return (Form 1041).
June 4, 2019
9:19 PM