deceased 1099R needs correction

cher52 — Fri, 04 Apr 2025 17:11:54 GMT

I received the 1099R reflecting a whole year of pension paid....I paid back to Calpers the overpayment which they acknowledged, but Calpers will not correct the 1099R to reflect only 5 months, but say they will send me a letter addressing this....should I file the final 1040 now anyway, and enter an amount different than what the 1099R says ( an amt that is only 5 months vs a year) and send an explanation letter...

Re: deceased 1099R needs correction

AmyC — Fri, 04 Apr 2025 17:27:46 GMT

This is a two part answer.

First, you need to enter the full income that matches the 1099-R. See How do I enter my 1099-R?

Second, you need to subtract the portion you paid back. The programs vary a little with wording; but, the concept is the same.

Open to federal income
Locate Other or Less common income
Locate Miscellaneous Income, 1099-A, 1099-C, Start
Scroll to the bottom
Other reportable income, Start
Other taxable income?
Select YES
Description 1099-R paid back
Amount, enter your negative amount, use a minus sign in front.
Continue

I am sorry for your loss. The IRS has a quick How Do I File a Deceased Person interactive assistant. It is very detailed and may give you additional information.

topic deceased 1099R needs correction in Retirement tax questions

deceased 1099R needs correction

Re: deceased 1099R needs correction