wwitt
New Member

Retirement tax questions

My concern is that she was in a common law marriage in Oregon. She had no estate to speak of and I doubt that her significant other will even file a return for her. She had no executor. The final SS payment was split and sent to her two children. They both received SSA-1099's. My thought was to just add this amount to my wife's ssa-1099 box 5 total since she also received one for herself. We are in a higher bracket and do have to pay taxes on her SS income.