1099-div received for deceased husband?

[drogers211]

how to file return for 1099's received for deceased husband

[DMarkM1]

Assuming the date of death was 2022 or 2023 you would file a joint return and include his and your income and information. 

In the "My info" section TurboTax will ask if he passed away before filing the return. Once you answer "Yes" you will enter the date of death.  This will make the proper entries on your electronically filed returns to indicate the passing. 

You would continue through the "Wages and Income" topics entering any items from either/both of you.  For example a form 1099-DIV would be entered in the "Wages and Income" section in the Investments topic.  You would then continue through the rest of the interview. 

Sorry for your loss.

[drogers211]

The date of death was 2021.  I filed jointly for that year.

However, I have received 1099's in his name and SSN for year 2022.  How is that reported on a Tax Return?

[GeorgeM777]

You have what the IRS calls "income in respect of a decedent."  Income in respect of a decedent must be included in the income of one of the following:

•  The decedent's estate, if the estate receives it. 
• The beneficiary, if the right to income is passed directly to the beneficiary and the beneficiary receives it. 
• Any person to whom the estate properly distributes the right to receive it. 

If you have to include income in respect of a decedent in your gross income and an estate tax return (Form 706) was filed for the decedent, you may be able to claim a deduction for the estate tax paid on that income.    Here is a link to an IRS Publication that discusses the estate tax deduction at page 17.  

IRS Publication 559_Survivors, Executors, and Administrators

@drogers211