AnnetteB6
Expert Alumni

Retirement tax questions

If the final pension payment was received after her date of death, then it will be allocated in full to the Form 1041.  If it was received prior to her death, then it will be reported on Form 1040. 

 

You do not need to allocate the amount to the date of death, when the payment is received will determine which form it is reported on.  

 

My condolences for your loss.

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