lgarf
New Member

Do I need to enter the SSA-1099 deceased beneficiary O/A/O information on my return? This was taxed as part of my mother's estate. If so, how do I zero out taxes due?

Because of the timing of when my mother passed away, she was owed one month of Social Security, but it was withheld by the SSA until we filed the SSA-1724 form. SSA paid me directly as the beneficiary. I included the one month payment in her MA estate return, as it was part of the estate. I would expect that it should not be further taxable, but I have received a SSA-1099-SM form from SSA. When I enter it in TurboTax it does not provide an option to make it non-taxable. And I'm not able to edit the 1040 form directly (at least at the point I am in entering information). Do I need to enter the SSA-1099 information? Am I allowed to make it non-taxalbe? If so, how?