1099-R received from deceased spouse. Filing qualifying widow so how do I file? Bank filed on their end with deceased spouses info. What can I do to still file 1099-R?

[taxpro808]

 it's past the file date and I need to file this 1099-R

[SweetieJean]

Your screen name suggests that you are a tax preparer. If so, be aware that TT is not licensed for your use.

[dmertz]

Regular distributions from retirement accounts made after the death of the participant are only payable to the beneficiary of the account.  Contact the bank to obtain a correction of the Form 1099-R to show the correct recipient of the distribution.

(The only case where a Form 1099-R might have been properly issued in the name of the decedent after death is if the estate of the decedent requested a return of contribution or recharacterization of a traditional or Roth IRA contribution or Roth conversion on behalf of the decedent.  In these cases the Form 1099-R would include code P or code R in box 7 and would be reported on the decedent's 2017 tax return, amending if not previously reported.)

[fanfare]

just enter the 1099-R under your name.

As qualifying widow, IRS knows who your spouse was from prior returns.

[Critter]

Did he pass in 2018?  If so you file a joint return and it is listed under his name.  The Qualifying Widower filing status is not allowed for the year of death ... it is used the following 2 tax years IF  you have a qualifying child to claim ... otherwise you would file Single.

[fanfare]

If you try for Qualifying Widow without the preconditions, TurboTax will not allow it.

[taxpro808]

He passed 2017. We have a daughter. I filed MFJ last year and this year qualifying widow.

[taxpro808]

I didn't turbo tax last year