If your spouse dies in a tax year, whose name should be listed on a 1099R

vvwtaxes3840 — Mon, 09 Mar 2026 09:01:57 GMT

Re: If your spouse dies in a tax year, whose name should be listed on a 1099R

JillS56 — Sat, 05 Mar 2022 21:00:11 GMT

If a spouse dies during a tax year, the name on the 1099-R would be the deceased taxpayer, if it was the deceased taxpayer's pension account. In the year of the death of a taxpayer, a married filed joint return would be filed showing the taxpayer as deceased by entering the date of death. Income that the deceased taxpayer received before his death would come by tax documents with his name on them. The income would be reported the same as you always would enter the tax documents just as you would any other year.

Re: If your spouse dies in a tax year, whose name should be listed on a 1099R

fanfare — Sun, 06 Mar 2022 00:10:05 GMT

for that year, you file a joint tax return and enter everything as usual.

topic If your spouse dies in a tax year, whose name should be listed on a 1099R in Retirement tax questions

If your spouse dies in a tax year, whose name should be listed on a 1099R

Re: If your spouse dies in a tax year, whose name should be listed on a 1099R

Re: If your spouse dies in a tax year, whose name should be listed on a 1099R