topic I have a 1099-R distribution from a pension as a beneficiary. I need the decedent's SSN to proceed, but I do not have access to it. What do I do? in Retirement tax questions

I have a 1099-R distribution from a pension as a beneficiary. I need the decedent's SSN to proceed, but I do not have access to it. What do I do?

total_dreamer500 — Sat, 01 Feb 2020 21:01:42 GMT

Re: I have a 1099-R distribution from a pension as a beneficiary. I need the decedent's SSN to pr...

DianeC958 — Sat, 01 Feb 2020 21:16:59 GMT

You may need to file a paper tax return. If you received a 1099-R form for the distribution it should have all of the information you need to put into your return and file.

If there is a piece missing that you do not have access to you can print your return, sign, date and mail it according to the instructions that print out with the return.

Re: I have a 1099-R distribution from a pension as a beneficiary. I need the decedent's SSN to proceed, but I do not have access to it. What do I do?

dmertz — Sun, 02 Feb 2020 01:39:20 GMT

Is this in regard to a state tax return? Nowhere on a federal tax return is the decedent's SSN needed when reporting a distribution paid to a beneficiary.