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How do I report a taxable early 2022 RMD for my husband who died in late 2021? I will file singly this year.

On TT, should I report this amount on my form even though the 1099-R came in his name?
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1 Reply
DavidD66
Expert Alumni

How do I report a taxable early 2022 RMD for my husband who died in late 2021? I will file singly this year.

If the distribution was taken prior to your husband's death, it would be reported on his final tax return, which would have been 2021.  If the distribution was after his death, unless you are filing an estate tax return for his estate, you would file it on your tax return as if it was yours.

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