topic Monthly pension payment received after date of death &amp; 1099 in Retirement tax questions https://ttlc.intuit.com/community/retirement/discussion/monthly-pension-payment-received-after-date-of-death-1099/01/1007065#M80614 <P>My mother passed away April 1 of 2019. I just got the 1099 for the pension.</P><P>&nbsp;</P><P>She received 3 month payments before April 1, and the last on April 25. The 1099 reports all four months income under her SSN. The Distribution code is 7, normal distribution.</P><P>&nbsp;</P><P>My impression is the the last payment should be reported on her Estate tax return, form 1041. I can either ask for a corrected 1041, or issue a 1099 from her personal return to the estate.&nbsp;</P><P>&nbsp;</P><P>What is the preferable procedure, and how to implement it?</P> Thu, 23 Jan 2020 23:49:54 GMT mt123456 2020-01-23T23:49:54Z Monthly pension payment received after date of death & 1099 https://ttlc.intuit.com/community/retirement/discussion/monthly-pension-payment-received-after-date-of-death-1099/01/1007065#M80614 <P>My mother passed away April 1 of 2019. I just got the 1099 for the pension.</P><P>&nbsp;</P><P>She received 3 month payments before April 1, and the last on April 25. The 1099 reports all four months income under her SSN. The Distribution code is 7, normal distribution.</P><P>&nbsp;</P><P>My impression is the the last payment should be reported on her Estate tax return, form 1041. I can either ask for a corrected 1041, or issue a 1099 from her personal return to the estate.&nbsp;</P><P>&nbsp;</P><P>What is the preferable procedure, and how to implement it?</P> Thu, 23 Jan 2020 23:49:54 GMT https://ttlc.intuit.com/community/retirement/discussion/monthly-pension-payment-received-after-date-of-death-1099/01/1007065#M80614 mt123456 2020-01-23T23:49:54Z Re: Monthly pension payment received after date of death & 1099 https://ttlc.intuit.com/community/retirement/discussion/re-monthly-pension-payment-received-after-date-of-death-1099/01/1010387#M80779 <P><SPAN style="font-size:14px">Either way would work, but I would recommend requesting a corrected 1099-R so that the pension will also have the correct records.</SPAN></P> Fri, 24 Jan 2020 19:57:55 GMT https://ttlc.intuit.com/community/retirement/discussion/re-monthly-pension-payment-received-after-date-of-death-1099/01/1010387#M80779 MaryK1101 2020-01-24T19:57:55Z
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topic Monthly pension payment received after date of death &amp; 1099 in Retirement tax questions
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<P>My mother passed away April 1 of 2019. I just got the 1099 for the pension.</P><P>&nbsp;</P><P>She received 3 month payments before April 1, and the last on April 25. The 1099 reports all four months income under her SSN. The Distribution code is 7, normal distribution.</P><P>&nbsp;</P><P>My impression is the the last payment should be reported on her Estate tax return, form 1041. I can either ask for a corrected 1041, or issue a 1099 from her personal return to the estate.&nbsp;</P><P>&nbsp;</P><P>What is the preferable procedure, and how to implement it?</P>
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Monthly pension payment received after date of death & 1099
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https://ttlc.intuit.com/community/retirement/discussion/monthly-pension-payment-received-after-date-of-death-1099/01/1007065#M80614
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<P>My mother passed away April 1 of 2019. I just got the 1099 for the pension.</P><P>&nbsp;</P><P>She received 3 month payments before April 1, and the last on April 25. The 1099 reports all four months income under her SSN. The Distribution code is 7, normal distribution.</P><P>&nbsp;</P><P>My impression is the the last payment should be reported on her Estate tax return, form 1041. I can either ask for a corrected 1041, or issue a 1099 from her personal return to the estate.&nbsp;</P><P>&nbsp;</P><P>What is the preferable procedure, and how to implement it?</P>
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Re: Monthly pension payment received after date of death & 1099
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https://ttlc.intuit.com/community/retirement/discussion/re-monthly-pension-payment-received-after-date-of-death-1099/01/1010387#M80779
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<P><SPAN style="font-size:14px">Either way would work, but I would recommend requesting a corrected 1099-R so that the pension will also have the correct records.</SPAN></P>
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