Thank you for your condolences. It's hard...
Also, sorry, but I'm a little confused by all that about a Nominee and the 1099 and 1096. I'm not sure any of that applies to me. This was all my spouse's income, but it belongs to me. It all went to me both by law and/or because we had a living trust.
The Medicare and SS taxes that need to be refunded because my spouse's employer erroneously withheld them and used a W-2 to report them to the IRS will be corrected and the funds will be sent to me on a 1099-MISC in my name for the 2024 tax year, which will get reported on my taxes just like I reported them for 2023.
And, I did not file a tax return for my spouse because the are gone and I had to file using the single status this year. So, I'm not understanding where the nominee stuff comes in since I already reported the income as mine on a form 1099-MISC. Also, I use TurboTax, and I don't see that a form 1096 was filed for any reason.
The way it stands now, if the employer sends a corrected W-2 to eliminate all the income and taxes for them and attributes them to me on a 1099-MISC, it seems to me I will be done with the 2023 taxes because that is the way I already reported it. And, the 2024 taxes will just be a matter of entering the 1099-MISC as normal.
Am I missing something?
