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posted May 1, 2021 3:01:00 PM

My husband died in 2019. In 2020 I received retirement income for my deceased husband in 2020 under his SS#. I was single for all of 2020. How do I file?

Single? Filing Joint? ect?

0 4 501
4 Replies
Level 15
May 1, 2021 3:25:42 PM

You cannot file Joint for 2020. Does the company that sent the retirement money know that he passed in 2019?  If so, then the 2020 1099-R belongs to your husband's Estate, which may require the filing of Form 1041.

 2020 Form 1041 (irs.gov)

Level 2
May 1, 2021 11:32:32 PM

OR they issued the 1099-R under his name and Social Security number when they should have issued it under your name and Social Security number.  I recommend contacting the payor ASAP.  

Level 15
May 2, 2021 8:45:22 PM

@beaorsino1 

all you have to do is report the income on your own tax return.

Put it under other income -" Income in respect of a decedent".

 

Level 2
May 2, 2021 9:33:25 PM

True, but then you get into a correspondence loop with the IRS when they run their matching programs, and we know how the Service is handling correspondence right now--as in, months if not a year or more behind.

 

IN MY OPINION ONLY, it's best to get a corrected 1099-R and report the income under Pensions.