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New Member
posted Apr 3, 2025 7:02:48 AM

Taxpayer died in 2024 and got a 1099-R, does this need to be claimed?

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1 Replies
Expert Alumni
Apr 3, 2025 7:20:35 AM

Generally, the final individual income tax return of a deceased person is prepared and filed the same way as if the person were alive. The return must report all income up to the date of death and claim all eligible credits and deductions.

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