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Do I need to amend my 2024 married joint filing return if my deceased husband had sold cryptocurrency before he died? Also, I received his 1099-R with an IRA account

My husband died in 2024 and I just discovered that he had sold his cryptocurrencies before he died. I was able to get his 1099-B from a cryptocurrency platform showing total proceeds and total costs. I also got his form 1099-R from an IRA custodian for 2024 showing federal income tax withheld. Which parts that I need to amend/update on my return?
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2 Replies

Do I need to amend my 2024 married joint filing return if my deceased husband had sold cryptocurrency before he died? Also, I received his 1099-R with an IRA account

All income and tax withheld for both you and your deceased spouse should be reported on your joint return. Amend your return to reflect that. 

rjs
Level 15
Level 15

Do I need to amend my 2024 married joint filing return if my deceased husband had sold cryptocurrency before he died? Also, I received his 1099-R with an IRA account

In the amended return you have to enter the 1099-R from the IRA in the Retirement Plans section, and the cryptocurrency sale in the Investment Income section.

 

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