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posted Apr 14, 2024 10:29:53 AM

1099r for deceased on joint return

doing my moms taxes. my dad passed last year but did receive 3 months of pension, turbo tax will not let me enter his 1099r only my mom. i cant put his name in like with his ssa. how can i get his 1099r on her return? thanks

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Level 15
Apr 14, 2024 10:34:22 AM

When did he die?  If he passed in 2023 she can still file a Joint return for 2023.  Go back to Personal Info, Edit her name and pick Married and want to file together.