Thank you for your response.
I do understand that the amount must be split, however, I still need clarification. Given the following example:
1099R= $10,000
Prior=$9,000
After death=$1,000
1040 line 5b = $10,000
Your “Death in family” link says “you must report the entire amount ($10,000) on Schedule B of the decedent's return”
Schedule B explicitly states that it’s for 1099-INT or 1099-OID “Interest and dividends ”, not pension income. So I am to report pension income here received after death even though Schedule B does not mention pension income?
The link goes on to say “then deduct the amount that is being reported by the estate or other beneficiary who actually received the income.”
Where should this $1,000 be deducted?
