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I have a 1099-R distribution from a pension as a beneficiary. I need the decedent's SSN to proceed, but I do not have access to it. What do I do?

 
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2 Replies
DianeC958
Expert Alumni

I have a 1099-R distribution from a pension as a beneficiary. I need the decedent's SSN to proceed, but I do not have access to it. What do I do?

You may need to file a paper tax return.  If you received a 1099-R form for the distribution it should have all of the information you need to put into your return and file.

 

If there is a piece missing that you do not have access to you can print your return, sign, date and mail it according to the instructions that print out with the return.

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dmertz
Level 15

I have a 1099-R distribution from a pension as a beneficiary. I need the decedent's SSN to proceed, but I do not have access to it. What do I do?

Is this in regard to a state tax return?  Nowhere on a federal tax return is the decedent's SSN needed when reporting a distribution paid to a beneficiary.

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