Retirement tax questions

Hi DianeW777,

 

I have more information that may better explain my situation, as I am still confused as to if and how I report this to the IRS.

 

  1. No estate funds were disbursed to the named beneficiaries, as none was available.
  2. All funds present in the estate were used to cover funeral expenses and most of the lawyer fees. I had to pay the remaining lawyer fees out of pocket.
  3. The 1099-C from is dated 12/2021.

If this still requires payment to the IRS, which return would it be filed on as his final return was filed in 2020?

 

Thank you!