topic My mother-in-law passed away last year and my husband received a check and now he got an SSA-1099 form in the mail does he have to report it on his taxes? in Retirement tax questions

My mother-in-law passed away last year and my husband received a check and now he got an SSA-1099 form in the mail does he have to report it on his taxes?

danygery97051 — Tue, 10 Feb 2026 09:31:05 GMT

Re: My mother-in-law passed away last year and my husband received a check and now he got an SSA-...

TomK2023 — Thu, 25 Jan 2024 16:16:21 GMT

Is the check in his name? Is it for your mother-in-law?

Re: My mother-in-law passed away last year and my husband received a check and now he got an SSA-1099 form in the mail does he have to report it on his taxes?

DoninGA — Thu, 25 Jan 2024 16:17:12 GMT

If the SSA-1099 received has his Social Security number in box 2 and there is an amount in box 5 then the benefit received has to be reported on a tax return.

To enter Social Security benefits reported on form SSA-1099

Click on Federal Taxes (Personal using Home and Business)
Click on Wages and Income (Personal Income using Home and Business)
Click on I'll choose what I work on (if shown)
Scroll down to Retirement Plans and Social Security
On Social Security (SSA-1099, RRB-1099), click the start or update button