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New Member

Do I need to enter the SSA-1099 deceased beneficiary O/A/O information on my return? This was taxed as part of my mother's estate. If so, how do I zero out taxes due?

Because of the timing of when my mother passed away, she was owed one month of Social Security, but it was withheld by the SSA until we filed the SSA-1724 form. SSA paid me directly as the beneficiary. I included the one month payment in her MA estate return, as it was part of the estate. I would expect that it should not be further taxable, but I have received a SSA-1099-SM form from SSA. When I enter it in TurboTax it does not provide an option to make it non-taxable. And I'm not able to edit the 1040 form directly (at least at the point I am in entering information). Do I need to enter the SSA-1099 information? Am I allowed to make it non-taxalbe? If so, how?

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Level 11
Level 11

Do I need to enter the SSA-1099 deceased beneficiary O/A/O information on my return? This was taxed as part of my mother's estate. If so, how do I zero out taxes due?

all items received  in respect of the decedent is accounted for either in the estate return  or in the final/ last return  filed for the decedent. The beneficiaries are not taxed on the amount --- just ignore the SSA-1099 ( if it has been already allowed  for in the estate filings ). If you enter it in your return then this will become taxable to you.

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New Member

Do I need to enter the SSA-1099 deceased beneficiary O/A/O information on my return? This was taxed as part of my mother's estate. If so, how do I zero out taxes due?

@pk I have a similar situation.  I agree your answer makes sense.  I don't know about the person asking the question above, but my SSA-1099 has my SS# on it even though it was money owed to my mother. Does that change the answer?
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Level 11
Level 11

Do I need to enter the SSA-1099 deceased beneficiary O/A/O information on my return? This was taxed as part of my mother's estate. If so, how do I zero out taxes due?

@bwcathe , only thing I can think of is that SSA must be aware that you are the trustee or the sole beneficiary of your mother.  If you have already filed the last/ final return for your mother, you can amend that return showing the SSA-1099 and include a note explaining that this  income is in respect of the decedent and therefore part of the "closed" estate. Else , you just accept the amount and include it on your return ( and pay any taxes due ).
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Level 15

Do I need to enter the SSA-1099 deceased beneficiary O/A/O information on my return? This was taxed as part of my mother's estate. If so, how do I zero out taxes due?

wrong IRD is reported on estate return but is taxable to the recipient.  IRD includes unpaid wages, IRA 's, dividends declared b/4 death paid after death.