You should have a 1099-R to you from whoever received the full amount. The person in charge should file a 1099-R with the IRS showing the money going from the recipient to the others nominated as beneficiaries. If the executor is not making 1099-R forms as they should, you will need to mark the extra income so the IRS knows it had more nominees. Your wife is a nominee of the 1099-R since she was nominated to receive a portion of the income.
Follow these steps:
- go to the federal income section
- scroll to the bottom
- Miscellaneous Income, 1099-A, 1099-C, Start
- Scroll to the bottom
- Other reportable income, Start
- Other taxable income?
- Select YES
- Description Other Nominee Income
- Amount, enter a negative amount for the 2/3 portion that should not be on your return.
- continue
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