My mother-in-law passed away in 2017 left an annuity to my husband. Taxes were taken out. Do we need to include this as income on our tax return?

albrightc · ‎June 6, 2019

My mother-in-law passed away in 2017 and left a small annuity to my husband. Taxes were taken out and my husband was issued a check for the remainder. Do we include this annuity payment as income?

BobinCT · ‎June 6, 2019

If he got a 1099-R, it goes on his tax return. And they probably didn't take enough withholding. And the state return is probably worse.

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My mother-in-law passed away in 2017 left an annuity to my husband. Taxes were taken out. Do we need to include this as income on our tax return?

After you file