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?

[beaorsino1]

Single? Filing Joint? ect?

[SweetieJean]

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)

[biglebowski1128]

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.  

[fanfare]

@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".

[biglebowski1128]

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.