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Retirement tax questions
all items received in respect of the decedent is accounted for either in the estate return or in the final/ last return filed for the decedent. The beneficiaries are not taxed on the amount --- just ignore the SSA-1099 ( if it has been already allowed for in the estate filings ). If you enter it in your return then this will become taxable to you.
‎June 4, 2019
6:31 PM