pk
Level 15
Level 15

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.