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My husband died in December of 2022. We filed that as his final year of tax return. Now we got a 1099R for 2023 for a January pension payment which processed for him
My husband died in December of 2022. We filed that as his final year of tax return. Now we got a 1099R for 2023 for a January pension payment which processed for him. I am entitled to his pension payments, however this one payment came in under his name and I got two separate 1099R. One in his name. One in mine. How do I file this since we already filed his final return for tax year 2022?
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March 22, 2024
2:51 PM