DianeW777
Expert Alumni

Retirement tax questions

No, this does not get added to your mother's return because it was paid after death even though it was paid on account of your mother.  

 

If you are the only beneficiary you can simply add this to your return. If you want to add it to the estate return first, then transfer to the beneficiaries you can use that option if it is required to be filed.  An estate return is not required unless there is $600 of taxable income received by the estate after death and before full disbursement of any income and/or assets.  A payment solely from social security benefits would not require a, Form 1041, estate return to be filed.

 

I send my sympathies.

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