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Level 1
June 1, 2019
Solved

Do I file joint in order to claim 1099R income of deceased spouse? He died in December, 2017. I am not a qualifying widow.

  • June 1, 2019
  • 1 reply
  • 7 views
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Best answer by dmertz

Your 2017 tax return is the last year that you could have filed jointly.  No 2018 income reportable on a Form 1099-R should have been paid to your husband in 2018.  Any amounts payable should have been paid to your spouse's beneficiary (likely you) and reported on a Form 1099-R issued to you.

1 reply

dmertzAnswer
Level 15
June 1, 2019

Your 2017 tax return is the last year that you could have filed jointly.  No 2018 income reportable on a Form 1099-R should have been paid to your husband in 2018.  Any amounts payable should have been paid to your spouse's beneficiary (likely you) and reported on a Form 1099-R issued to you.