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Level 2
posted Apr 4, 2025 10:11:54 AM

deceased 1099R needs correction

I received the 1099R reflecting a whole year of pension paid....I paid back to Calpers the overpayment which they acknowledged, but Calpers will not correct the 1099R to reflect only 5 months, but say they will send me a letter addressing this....should I file the final 1040 now anyway, and enter an amount different than what the 1099R says ( an amt that is only 5 months vs a year) and send an explanation letter...

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1 Best answer
Expert Alumni
Apr 4, 2025 10:27:46 AM

This is a two part answer. 

First, you need to enter the full income that matches the 1099-R. See How do I enter my 1099-R?

Second, you need to subtract the portion you paid back. The programs vary a little with wording; but, the concept is the same.

 

  1. Open to federal income
  2.  Locate Other or Less common income
  3. Locate Miscellaneous Income, 1099-A, 1099-C, Start
  4. Scroll to the bottom
  5. Other reportable income, Start
  6. Other taxable income?
  7. Select YES
  8. Description 1099-R paid back
  9. Amount, enter your negative amount, use a minus sign in front.
  10. Continue

I am sorry for your loss. The IRS has a quick  How Do I File a Deceased Person interactive assistant. It is very detailed and may give you additional information. 

1 Replies
Expert Alumni
Apr 4, 2025 10:27:46 AM

This is a two part answer. 

First, you need to enter the full income that matches the 1099-R. See How do I enter my 1099-R?

Second, you need to subtract the portion you paid back. The programs vary a little with wording; but, the concept is the same.

 

  1. Open to federal income
  2.  Locate Other or Less common income
  3. Locate Miscellaneous Income, 1099-A, 1099-C, Start
  4. Scroll to the bottom
  5. Other reportable income, Start
  6. Other taxable income?
  7. Select YES
  8. Description 1099-R paid back
  9. Amount, enter your negative amount, use a minus sign in front.
  10. Continue

I am sorry for your loss. The IRS has a quick  How Do I File a Deceased Person interactive assistant. It is very detailed and may give you additional information.