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My father passed in 2021 and I received a payment from his SS for $665. I did get an SSA-1099 in the mail for this payment. Do I need to mark it as anything special?

I just don't know if there is a way I need to mark this as a one time payment or inherited?  Or just file it as SSA and move on.
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2 Replies
JosephS1
Expert Alumni

My father passed in 2021 and I received a payment from his SS for $665. I did get an SSA-1099 in the mail for this payment. Do I need to mark it as anything special?

If you received a SSA-1099 under your name and your social security number, you need to include it on your tax return.  Whether a portion of it will be taxable or not will depend on your overall income for 2022.  The following steps should assist you:

  1. Click on "Wages & Income"
  2. Scroll down to "Retirement & Social Security", click "show more"
  3. Click on "Start" at social security
  4. Answer the questions and enter the data on the following screens.

 

@gafuller123

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dmertz
Level 15

My father passed in 2021 and I received a payment from his SS for $665. I did get an SSA-1099 in the mail for this payment. Do I need to mark it as anything special?

There is nothing special you need to indicate.  Just enter it and move on.

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