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Returning Member
posted Jul 7, 2020 10:51:48 AM

1099 for deceased

I was widowed in 2018 and my filing status changed from qualified  widow to single in 2019.  Some of our joint accounts were not converted to my SSN until 2020.  Therefore I have a 1099 INT or Dev for my deceased spouse.  As these or joint accounts can I include them in my 2019 return or do I have to file a separate return for my spouse.  If a separate return needs to be filed will Turbo Tax file?  Is it return 1040, 1041, or another form.

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1 Replies
Level 3
Jul 7, 2020 12:46:35 PM

If it's a joint account it is now yours because you took your husband's share when he passed. You need to get the SSN changed on the accounts.