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Level 2
posted Mar 9, 2022 10:27:33 AM

1099-int received for deceased spouse

Husband died in 2020 and we received 1099 under his social for 2021 and it’s more than $600. Should I include it under mine? I only qualify to file as single instead of widower based on irs rules. Thanks. 

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1 Replies
Expert Alumni
Mar 9, 2022 10:34:32 AM

Judgement call, yes. The proper way to report is to long and involved. I would say put it on your return. If the IRS ever asks why it wasn't on an estate return or his return, you can just show it on yours and they will be satisfied. I am sorry for your loss.