DianeW777
Expert Alumni

Retirement tax questions

Leave the 1040 amount.  The New York (NY) state return would include income for the decedent only up to the date of death.  Anything received after that date would not go on the decedent's individual tax return.

 

The balance of the Form 1099-R income that was received by the beneficiary would be reported on the return of the beneficiary or the estate return, whichever is applicable.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"