My mother passed away in December of 2020. I received a 1099R in 2022 for 1 month of disability income that she received in January of 2021.
The 1099R is in her name with a code of 3 for disability. The money from January 2021 was deposited into a checking account in which my brother and I as well as my mother were on.
What do I do in this case? Her taxes for 2020 have already been filed, not sure how to claim this income? This is the only income that was received in 2021.
I was told to report as miscellaneous income with a description of "IRD"
I have done the 'other taxable income' and put in the gross distribution from my deceased mothers' 1099-R. However, turbo tax doesn't seem to allow me to enter in the federal income tax withheld causing me to overpay in taxes, how am I supposed to determine the income I should owe?
the 1099-R shows:
box 1 of 2767.70
box 2a of 2767.70
box 4 of 233.10 (federal income tax withheld)
box 7 distribution code of 3
If taxes have already been withheld, I would assume I should be able show those taxes have already been paid?
The money went into a checking account that was then split by my brother and I, would we each just claim 1\2 of the money deposited into the checking account? (2767.7-233.1) = 2534.6 / 2, meaning we each claim an additional 1267.3 in income?
