Died Dec 17th. Payment recd for $3303 on Dec 20th. That payment was clawed back in January, BUT the 1099-R still reflects 12 monthly payments of $3303.
- Here is my question again:
- 1. I'm supposed to file her 2023 taxes with the higher amount and a larger tax burden? Then wait to file 2024 taxes for a refund which won't happen, because I'm not allowed to file 2024 taxes for a person who died in 2023
- 2. OR is there a way to deduct the clawback?
