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1099-R Income in respect of a decedent

My Mother received a 1099-R for her husband in the year following his death. I am filing her tax return and I am wondering how to account for this income. The money was deposited in what was their joint account. 

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Accepted Solutions

1099-R Income in respect of a decedent

enter a 1099-R in the IRA. pension section of Turbotax

 

@borgerma 

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2 Replies

1099-R Income in respect of a decedent

enter a 1099-R in the IRA. pension section of Turbotax

 

@borgerma 

1099-R Income in respect of a decedent

income in respect of a decedent (IRD) gets no step up in basis like for property. it's taxable income to the recipient

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