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Retirement tax questions
A final social security check is income with respect to the decedent (IRD) and should be reported on the decedent's final tax return (for tax purposes); any taxes withheld on social security income are also reported on the decedent's final return.
The actual proceeds of the final social security check are just treated as distributions to the beneficiaries (inheritances); not taxable to them.
‎June 5, 2019
3:14 PM