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posted Jun 1, 2019 9:41:26 AM

How do I report my deceased dad's 1099R on my mom's single return?

My dad died in Dec 2017. My mom is filing single this year. She received 2 1099-R in my dad's name, both of which have a small amount of fed/state withholding. My question is: how do I report this in TurboTax: when inputting the 1099-R, there's no way to show that this was under my father's SS#.  Do I have to file a separate return for my deceased father?

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1 Replies
Level 15
Jun 1, 2019 9:41:28 AM

If they are for 2018 and are in his name, she does not claim them on her own return.

Rather, they are claimed on his Form 1041, the Estate Income Tax Return.