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MM150
New Member

Missing 1099R for Deceased Taxpayer and how to report

A relative died and the 2023 1099R for an RMD check received in 2023 by the decedent has not been resent by the IRA company.  We have requested they mail a new 1099R but they have not responded and we never received the original which likely got lost in the mail upon the taxpayers death in Jan 2024.  We recently found the check stub for the RMD check that was deposited into the decedents bank account so have the RMD amount. 

 

Should we just file the tax return by Oct 15th 2024 without this RMD payment reported and then do an amendment if we ever get the 1099R form?   

Any suggestions on what to do if you do not have the 1099R form? 

 

Thank you

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Accepted Solutions
dmertz
Level 15

Missing 1099R for Deceased Taxpayer and how to report

If no taxes were withheld, you could just enter the Form 1099-R as having the amount in boxes 1 and 2a, box 2b Taxable amount not determined marked, code 7 in box 7 and the IRA/SEP/SIMPLE box marked.  With no taxes withheld, the e-filing (or a mailed paper filing) will not include the Form 1099-R itself.  In this case the taxable amount just needs to be included on Form 1099-R line 4b.

 

If taxes were withheld, you would need to know the amount withheld to be able to accurately create the Form 1099-R.  You might look a the decedent's 2022 tax return to see if it suggests anything that would be helpful in knowing the amount (maybe as a percentage) that was withheld for federal and state taxes.

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2 Replies

Missing 1099R for Deceased Taxpayer and how to report

I will page @dmertz. Please check back.

dmertz
Level 15

Missing 1099R for Deceased Taxpayer and how to report

If no taxes were withheld, you could just enter the Form 1099-R as having the amount in boxes 1 and 2a, box 2b Taxable amount not determined marked, code 7 in box 7 and the IRA/SEP/SIMPLE box marked.  With no taxes withheld, the e-filing (or a mailed paper filing) will not include the Form 1099-R itself.  In this case the taxable amount just needs to be included on Form 1099-R line 4b.

 

If taxes were withheld, you would need to know the amount withheld to be able to accurately create the Form 1099-R.  You might look a the decedent's 2022 tax return to see if it suggests anything that would be helpful in knowing the amount (maybe as a percentage) that was withheld for federal and state taxes.

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