My son passed away in 2020. I filed Turbo tax for that year 2020, but not all funds were distributed in 2021. Therefore, I now have one 1099-R for 2021 for funds. These are pension funds and therefore are to his SS#. Turbo tax has an issue because the software does not allow one to enter the death on 2020 for my son. If I enter the death of my son to be 2021, instead of 2020, then there are additional issues such as the $1400 stimulus check, which he is not entitled to because he passed in 2020. This should be very common issue for Turbo Tax because death funds are typically never distributed within the year. So there must be an easy way around this issue. Possibly, I may have to use a different form to file? Thanks for any insight.
